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.
As we enter this week, we are concentrating on video marketing, producing relevant AI results and introducing yourself as a financial advisor. First, we have a blog that explores the power of short videos and using them as part of your digital marketing strategy. Next, we have an in-depth piece that walks you through basic and strategic AI prompts. Our final article explains that introducing yourself as an advisor can be a key factor in determining the outcome of a successful relationship with potential clients.
This helpful piece defines short form videos and shares top tips on how to get the best results when creating them.
Check this piece out for a 6-step framework for effective AI prompts, as well as a fill in the blank prompt template.
This author says when introducing yourself as a financial advisor take a genuine approach that showcases your personality and expertise. Read on for a step-by-step guide to creating a standout introduction.
