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 digging into the themes of referrals, AEO, and evergreen principles this week. First, we have an interesting read about why people refer. Next, we have a blog that highlights what advisors need to know about answer engine optimization (AEO). Last but not least, we have a piece about timeless guiding principles every advisor should share with their prospects and clients.
Ever wonder why your clients refer? This author says to examine your process for taking on new clients and ask yourself if it is memorable.
Just like traditional SEO helps your website rank on Google, AEO helps ensure your website is optimized for AI tools that make the recommendations. Here’s what you need to know.
If you are looking for an evergreen go-to list for client conversations and reviews, this author provides 10 simple topics that build trust.
