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 lasting client relationships.
We are concentrating on upgrading your referrals, social media and professional headshots this week. Our lead piece examines methods to build a successful referral program for your advisory practice. Next, we have a blog that shares how to create high-trust content in order to engage meaningfully with clients on your social channels. Our final piece for the week explores elevating your professional headshot.
This article suggests that just a few adjustments to your referral program can help you build organic, highly scalable, and cost-effective growth. Read on for tips to fuel or refuel your referral business.
This piece serves as a reminder that social media today is not the same as it was ten years ago. The game has changed, and creating high-trust content is vital. Check this piece out to uncover whether you are using your social media to its full potential for your practice.
When was the last time you updated your professional headshot for your website or business social media pages? With AI headshot generators, the days of booking a studio and hiring a professional photographer are gone. Updating your headshot is a quick and cost-effective process. This piece delves into professional headshot backgrounds, the psychology behind them and tips for selecting one.
