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 doubling down on the evergreen practice management theme of referrals this week. Our first piece argues that referrals are not dead. Next up, we have a piece that examines how digital networking drives referrals. Our final article of the week discusses the rise of generating highly qualified prospects and new clients from ChatGPT.
Contrary to what some of the industry narrative indicates, this author says referrals are not dead, but they are evolving. Research shows that referrals continue to fuel business growth. Read on for effective ways to leverage referrals.
This article reimagines referrals and shares 3 steps of how financial advisors can drive growth through their online networks.
This blog says your next client might just find you from a ChatGPT search. With more and more referral traffic coming from AI tools, Generative Engine Optimization (GEO) is the new front line for visibility. Check this piece out for tips to help you capitalize on the AI-driven search world.
