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 attention for this week is centered on consistent marketing, time management, and event marketing. We are starting with a blog that explains that consistent marketing is imperative to growth. Next, we have an article that shares actionable time management hacks for financial advisors. Our final piece provides a guide to executing successful marketing events.
This author suggests that implementing simple marketing routines and tools creates consistency and growth. Read on for the 3 core components to building a well-oiled follow-up system.
- Your Growth Engine: Building a Consistent Marketing and Follow-Up System for Financial Advisors That Sells
As a financial advisor, you likely feel pulled in a hundred different directions daily. This piece shares 15 of the best time management secrets for advisors.
Event marketing remains a robust way to turn prospects into clients. This blog outlines 6 steps to productive events, whether in-person or virtual.
