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.
This week, we are examining the areas of book writing, the ideal client persona, and helping couples with their financial compatibility. First up, we have an in-depth piece to help you write that book that you have been putting off. Next, we have a great video to assist you in your marketing efforts. Our final piece this week digs into how conversations about the logical and emotional sides of money can help couples align their values and potentially avoid financial misunderstandings.
If you have been wanting to write a book as an industry thought leader, but don’t know where to start, this piece is a complete step-by-step toolkit to writing your book using AI tools, from brainstorming to editing to promotion.
This worksheet should be your first step to advisor marketing. Check out this quick video to learn about the ideal client persona tool and how to put it into action.
Advisors play a vital role in helping couples engage in open conversations that help to align their goals, lower conflict, and create a healthy relationship with money. This piece offers tips to help clients with financial compatibility in their relationships.
