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 practice management themes for this week are focused on email marketing, marketing trends and persuasion. We are leading off with a piece that centers around building client loyalty from strong email marketing. Our next piece covers the top marketing trends for this year for your advisory practice. Our final piece of the week examines how to improve your persuasion skills.
When done well, email marketing can help you build client loyalty for your practice. This piece offers 8 email marketing tips specifically for advisors to make a strong impact on your clients and prospects.
It’s hard to believe we are approaching the fourth quarter of 2023. This piece looks at the top 6 marketing trends for advisors for this year and beyond.
Whether you are persuading a client, prospect or center of influence, many advisors talk too much, don’t listen or use too many facts and figures. This piece offers 4 key components to improving your power of persuasion.