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Every month, 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 Channel.
This week, we are looking at the subjects of clickable subject lines, what millennials want from their advisors and standing out on your social media channels. First up is a great piece that tackles how to write subject lines for your emails and posts that will get clicks from clients and prospects. Our next piece highlights what millennials need from their financial advisors. Our final piece this week overviews tips to help you stand out on social media.
Having a hard time getting your clients and prospects to click and open your emails, posts or blogs? Check this piece out for 5 fantastic tips to help you with this common dilemma.
What do millennials want from their financial advisors? Read this piece for 4 strategies to work with them now.
Want to stand out on your social media channels? Use these 7 actionable tips to differentiate your practice from your competition on social media.
Don’t forget to visit our News section to catch the latest updates.