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.
As we begin this week, our featured topics include blending human interaction with technology, re-engaging leads that have gone silent, and non-AI strategies to win in SEO. We are kicking off with an article that says advisors must integrate technology with human elements. Next, we have a piece that addresses prospects who drop off the radar. Finally, we have a blog that argues that while search engine optimization (SEO) is transforming, it is not purely driven by artificial intelligence.
With the great wealth transfer among us, this article says it represents both opportunity and peril. The advisors who succeed will be the ones who implement the optimal blend of human interaction with AI tools. Read on to learn more.
How do you re-engage with prospects who go radio silent on you? This piece provides a 4-step process that turns silent, but warm prospects into clients.
This author says there’s a blend of both old and new metrics to pay attention to. Check out this piece for the key things to consider that don’t involve artificial intelligence for SEO domination.
