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.
The new year is still fresh, and we are bringing you three new practice management reads this week. First off, let’s examine the latest content marketing automation tools and how to implement them. Next, we have key themes to share with clients that will shape your discussions for 2026. Our final piece for the week shares an important niche blunder that you should avoid.
Looking to drive results with your content marketing? Take a look at these automation tools to help.
Visuals that paint the big picture can help contextualize the market. This piece provides 10 charts to help explain the 2026 market to your clients and prospects.
Is your niche too broad? If so, this piece says it will sabotage your marketing. Listen to this informative podcast to fix your niche if you think it may be too big of a demographic.
