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 digging into three very different but important topics pertaining to your advisory business this week. From emotional intelligence to your growth pace and exploring AEO, buckle in for three great reads. First up is a piece that examines the importance of emotional intelligence in your role as an advisor. Next, we have a thought-provoking piece about establishing the right growth pace for your advisory business. Finally, we have an excellent blog about the rise of Answer Engine Optimization (AEO).
Do you have the ability to identify the emotions of your clients and adjust your behavior accordingly? If so, then you likely have high emotional intelligence and may be equipped to be a better financial professional. Learn four ways to improve your emotional intelligence in this quick read.
Growth is certainly key to a successful advisory firm, but structuring a well-defined timeline while not compromising your daily operations or client service is also critical. This piece highlights the pitfalls of uncontrolled growth and steps for purposeful, sustainable growth.
The rise of Answer Engine Optimization (AEO) is changing how many prospects are finding advisors online. With AI-driven search engines and voice search gaining popularity, understanding how to optimize for direct answers is vital to keep up with marketing best practices, as well as separating yourself from advisors who don’t take action. This piece compares SEO to AEO and provides seven strategies to strengthen your AEO.
