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.
The summer is heating up and we are bringing you three hot practice management reads this week. First up is a blog that examines the neuroscience behind social media engagement. Next, we have a piece that evaluates center of influence (COI) alliance programs. Our last piece this week explains how to write an ebook and use it as a lead magnet.
Ever wonder why some social media posts stop users from scrolling while others do not? This in-depth piece details the neuroscience behind engagement.
This article says relatively few advisors are able to successfully generate a steady stream of COI referrals. It also explains that COI alliance programs offer some of the best opportunities to build strategic relationships. Check this piece out for an explanation of the types of programs offered and how to identify the best program for your practice.
This blog states that an ebook lead magnet is a great way to build a list of ideal client prospects and add tremendous value. Read on for tips to create one of your own.
