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.
We are tackling the topics of prospecting, podcasting and using an online appointment scheduler this week. Our first piece looks at prospecting in difficult times. Our next piece dives into how to attract ideal clients with a podcast. And our final piece for this week covers how to set up an online scheduling tool to save time and maximize your business.
Many advisors are struggling with prospecting right now. This is a great piece that encourages advisors to lose the guilt and make prospecting calls with confidence.
Looking to attract and retain new ideal clients? Listen to this podcast to learn how to retainl clients by starting your own podcast.
Tired of wasting time having to go back and forth with clients and prospects to set up meetings? Check out this piece for a step-by-step guide to setting up a free online scheduling tool to save you time and make your advisory business more efficient.
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