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Practice Management

3 Must-Read Pieces for Practice Management: May 20 Edition

Kristan Wojnar, RCC™ May 20, 2019


Every two weeks, we bring you a curated list of must-read articles geared towards helping you grow your investment advisory practice. Industry veteran Kristan Wojnar uses her vast experience to handpick these articles after conducting thorough research. If you are looking for the right guidance to grow your practice, follow our Practice Management center.


This week we are exploring the topics of fully engaging your clients, knowing your audience and tips for business cards. First, we are looking at an article that provides ideas on how to fully engage clients and prospects. Second, we are looking at a piece that outlines knowing your audience and marketing to them effectively. Our last piece gives tips on financial advisor business cards.

Do you ever struggle to get your clients and prospects fully engaged? You are not alone. This author provides an approach to help you engage them.

Check out this quick read for ideas on knowing your target audience and creating strategies to market to them.

Business cards may seem antiquated in the digital world we live in, but they are still necessary for financial advisors. This piece provides 3 tips to think about before you reprint your next run of cards.

Don’t forget to visit our News section to catch the latest updates.

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