Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.
Our actionable ideas for this week center around your website, marketing content that converts, and recognizing hidden sales pressure. We are leading off with a blog that provides a website formula that leads to results. Second, we have a piece that covers creating content that converts prospects to clients. Our final article explains the hidden pressures in sales conversations and how to avoid them.
This author gives a simple 5-part website formula. The differentiator of the formula is that it leads with outcomes, not offerings. Read on to see the formula and examples to easily implement.
This blog says that when it comes to advisor content marketing, consistency is the key to converting.
While advisors never want to come off as salespeople, there is inherent selling involved in the business. This insightful article shares four forms of sales pressure that can sabotage client conversations. Recognizing these pressures can help you avoid going down a path of mistrust.
