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 diving into three extremely useful themes for your advisory practice this week. Our first video shares how to get AI to recommend your firm. Next, we have a piece that examines how shared experiences help you build strong client connections. Our final piece is a blog that highlights practical strategies to manage nervousness so that you can speak with clarity and confidence.
This insightful video explains that traditional SEO is no longer enough and shares practical tips to ensure AI recommends your advisory firm first.
This piece says shared experiences like sports and hobbies are a strong foundation for client development. Take a look to learn more.
Feeling nervous is human nature; however, sometimes nerves can cause us to stumble over our words even though we know our content. This article shares strategies to reduce nerves to turn your anxiety into strength and to help you feel more in control when talking to clients.
