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 tackling the themes of advisor selection, effective marketing and aging investors. First up this week is a research-based piece focused on how Americans find and hire advisors. Next is a blog that outlines a framework to build your 2026 pipeline. Our final piece discusses the demographic shift that is reshaping the advisory industry.
This in-depth research piece was written for investors but shares key takeaways that advisors won’t want to miss about how investors select the right advisor for their unique needs.
Effective marketing takes time. This article says now is the time to fill your Q1 2026 pipeline. Read on to learn a proven four-part framework that may transform sporadic marketing efforts into a reliable client-generation system.
Are you prepared for the so-called Silver Tsunami? This podcast shares three shifts advisors should make to stay relevant today including reframing their value proposition, building capacity for aging clients, and leading multigenerational family dialogues.
