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.
We are doing a deep dive into the topics of artificial intelligence (AI) and marketing this week. First, we have a piece that takes an in-depth look at comparing the hottest AI tools. Next, we have a blog that examines successful advisor marketing for the year ahead that accounts for AI-driven searches. Our last piece provides a practical guide to auditing your marketing efforts.
With literally dozens of AI options to choose from, this piece helps you compare how to choose the right AI tool for your business for the most successful output.
Top advisors are using AI to automate their marketing efforts. This blog offers four pillars to differentiate your advisor marketing in 2026.
Have you conducted a marketing audit for this year? This author says that a marketing audit doesn’t need to be overwhelming, and by identifying one or two small tweaks at every stage of your marketing funnel, you will reap rewards over the year.
