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.
This week we are exploring three different but thought-provoking advisory practice themes. Our first read examines old school habits that advisors should avoid. Next, we have a piece that helps you evaluate your overall online presence. Our final read is a blog that will help you assess whether it might be time to hire a virtual assistant.
Perception can cost you clients. Are you making any of these 5 mistakes? Read on to learn what habits you might need to break that make you sound outdated.
From your website and content to your social channels, an impactful digital presence includes several components. This piece offers an interactive quiz to help you evaluate your digital presence.
More and more financial professionals are turning to virtual assistants to free up their time and improve productivity at a fraction of the cost of a full-time employee. Check this piece out to help you assess the benefits and services they offer.
