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.
A new week means new actionable content, and this week we are exploring social media planning calendars, website FAQs, and trust transfer. Our first piece discusses the importance of creating a social media calendar. Next up, we have a blog that explores how to create website FAQ sections to improve discoverability with AI. The final piece of the week explains the transfers of trust in an advisory firm.
This blog highlights why using a social media calendar helps you stay organized and identify which types of content perform best with your clients and prospects. It also offers a free template to start using today.
Check out this article that shares three advisory websites that excel at using FAQs to dominate AI queries.
This is an interesting read that argues that, in enduring advisory firms, trust must flow in two directions: internal and external. Keep reading to learn why.
