3 Must-Read Pieces for Practice Management: March 25 Edition

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3 Must-Read Pieces for Practice Management: March 25 Edition


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.


We are looking at the topics of mastering LinkedIn, what makes wealthy clients search for an advisor and tips for successful drip marketing campaigns. First, we have a piece that provides ways for financial advisors to bring in business by using LinkedIn. Second, we have a piece that highlights research on what prompts wealthy clients to replace their advisor. Our final piece provides an overview of the elements of effective drip marketing campaigns.

Looking for ways to bring in business by using LinkedIn? Then, check out this piece!

This quick read provides interesting research on what triggers wealthy clients to replace their current financial advisor.

If you are looking for smart, automated ways to ‘drip’ on your clients and prospects, this piece provides excellent ideas.

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