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Marketing Checklist for Success, Powerful Discovery Meeting Questions and Behavioral Science Website Tips

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 roundup for this week covers utilizing a marketing checklist, asking the right questions in your discovery meetings and behavioral science tips to improve your website. First up is an in- depth piece that provides a content marketing checklist to ensure online success. Our next piece is a blog that highlights effective discovery meeting questions. Our final piece examines behavioral science strategies to upgrade your advisory site.

Need a step-by-step guide to assist you with creating killer content marketing? Check this piece out for 24 steps to achieving online success.

Discovery meetings can be challenging. Some questions advisors ask may elicit vague responses from prospects when detail is imperative to plan effectively. Try these powerful questions to help clients and prospects discuss their goals openly.

We know that behavioral science can help bridge the gap between client and advisor. This blog provides the best behavioral science techniques that you can use to elevate your advisory site design.