3 Must-Read Pieces for Practice Management: July 15 Edition

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Practice Management

3 Must-Read Pieces for Practice Management: July 15 Edition

Kristan Wojnar, RCC™ Jul 15, 2019

Every month, 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 center to differentiate yourself with new ideas and build enduring client relationships.
This week we are looking at the subjects of digital marketing, succeeding with your female clients and prospects, and serving families with young children when a parent is dying. First up is a piece that discusses the nuances of digital marketing. Second, we have a piece that overviews ways to succeed with your female clients. Our final piece for the week talks about serving your clients who have been diagnosed with a life-ending illness.

This is a thought-provoking piece about the truths of digital marketing. The author suggests advisors should understand important distinctions between different types of digital content.

Female clients are looking for financial advisors who are truly authentic. Check this piece out for 4 ways to succeed with female clients and prospects.

While this is an extremely tough read, it provides important tips to help advisors understand how to best serve families with someone who is experiencing a terminal diagnosis.

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