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 kicking off this week with the topics of AI advisor searches, lead generation mistakes and consistent video marketing. Our first blog of the week says AI has transformed the roadmap for investors who are seeking financial firms and professionals. Next, we have a piece that explores lead generation mistakes most advisors make, as well as how to fix them. Our last piece explains that being visible, consistent and trusted is key when it comes to video marketing.
With just a few pointed questions, investors can unlock endless details about advisors using AI. This piece shares seven of the most frequently asked questions investors are asking when comparing and vetting advisors. There is power that lies in the answers that Al delivers and the best advisors are prepared for these popular queries.
If you struggle with a consistent flow of ideal client leads, you are not alone. Check out these five mistakes financial advisors make and how to address them to enhance your lead generation success.
When it comes to video marketing, this author says there’s no need to strive to be a social media star like Mr. Beast. Instead, focus on building momentum one video at a time using these achievable and actionable tips.
