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.
Running low on practice management ideas? Then look no further. First up we have a piece that examines successful niche markets. Our second piece this week discusses why advisors should still use direct mail as part of their current marketing strategy. Our final piece looks at the art of the personal introduction
Do you have a profitable niche market? This video introduces different types of niches and where to find them.
Don’t underestimate old-school marketing. This author provides 5 compelling reasons why advisors should include direct mail in their marketing efforts, despite the sentiment that it’s a dying strategy.
While current events have changed the ways in which personal introductions can be made, this video provides ways that advisors can still master the art of the personal introduction.
Don’t forget to check out our full list of Target Date Funds while designing retirement solutions for your clients.