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.
Our content is heating up this week with the topics of summer events and ideas, seasonal marketing strategies and the power of persuasion. First up is a piece that offers suggestions for fun summer client events and activities. Next, we have a piece that provides seasonal marketing strategies for your practice. Our final piece of the week is about improving your persuasion.
Looking for some fun and creative ideas to engage your clients and prospects this summer? Check out this quick video packed with suggestions.
This video shares actionable marketing strategies for this summer to build your business including the power of consistent communication and top social media tactics.
Want to improve your power of persuasion? This piece provides 4 key components to using persuasion in the affluent sales process.
Don’t forget to check out our full list of Target Date Funds while designing retirement solutions for your clients.