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 examining how AI interprets your reviews, the importance of your homepage, and client gift-giving insights. First up, we have a piece on how reviews shape the way AI describes your business. Our next piece discusses the importance of your website homepage. Our final article digs into the art of gift-giving to clients.
Is AI reading your client reviews? The answer is a resounding yes! The question is which ones does it trust and how are they influencing AI’s description of your practice? This blog shares excellent insight and examples.
Is your homepage costing you clients? This author says first impressions aren’t happening in your office; they are happening on your website. Read this blog for 5 things every homepage needs to convert visitors into clients.
With the holidays fast approaching, this blog shares 5 gifting principles for clients, prospects, and team members.
