Every week, we bring you a curated list of must-read articles geared towards helping you grow your investment advisory practice. Industry veteran Kristan Wojnar uses her vast experience to handpick these articles after conducting thorough research. If you are looking for the right guidance to grow your practice, follow our Practice Management Channel.
Our highlights for this week include everything from client goals and case studies to amping up your content marketing. First up is a piece about helping your clients set clear, well-defined goals. Our next piece looks at using case studies to help you connect with more ideal clients. Our final piece of the week dials in on taking your content marketing to the next level.
Research shows that clients want help defining clear, long-term goals. Are you helping your clients articulate well-defined goals? This piece provides tips to help you set goals.
Using case studies is a hot topic. Case studies benefit your business by showing your credibility and showcasing what your firm does to help clients, ultimately helping you to connect with more ideal clients. Take a look at this piece for a guide to creating and using case studies on your website, social media, and email marketing.
Want to level up your content marketing? Check this piece out for 6 ways to create scale and implement a successful content marketing strategy.
Don’t forget to check out our full list of Target-Date Funds while designing retirement solutions for your clients.