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 three themes for this week center around successful hybrid events, why you may not want to outsource your marketing efforts and building a strong team. First up is a piece that provides ideas on hosting in-person events with virtual elements. Next, we have a piece that looks at why hiring a marketing firm might not be in your best interest. Our final piece looks at building a team that performs.
In order to connect with clients and prospects in whatever capacity suits them best, hybrid model events offer a perfect solution to be both on-site and virtual. Here are 5 steps to help you host a successful hybrid event.
This author takes that stance that outsourcing your marketing isn’t always the best decision. Check out these 5 reasons why he says hiring a financial advisor marketing agency is a bad idea.
This quick read reminds us of the issues that prevent advisor teams from performing, as well as provides 5 positive traits of a high-performing team. Does your team possess these traits? Read on to learn more.
Don’t forget to check out our full list of Target-Date Funds while designing retirement solutions for your clients.