Every week, we bring you the best and most succinct curation of must-read articles to help you grow your investment advisory practice. More than a dozen hours of weekly reading by industry veteran Kristan Wojnar boils down to these three non-negotiables for your reading list. Want to grow your practice? Bookmark our Practice Management center and make these pieces a weekly staple.
Our themes for this week focus on social media advertising, conducting effective exit interviews when a client leaves you and tips for marketing to millennials. First up is a piece which overviews Facebook, LinkedIn and Twitter advertising. If you are considering advertising on social media, this read provides a great overview of the “big three” social platforms. Second, is a piece that addresses the topic of why a client might leave you for another advisor and provides solid insight on the importance of conducting an exit interview with the client prior to their departure. The final piece this week provides tips to keep in mind when marketing to millennial clients and prospects.
Are you advertising on social media? Here’s a quick piece that compares the Facebook, LinkedIn and Twitter platforms.
Have you ever had a client leave you for another advisor? This piece provides excellent insight on conducting an effective exit interview.
Check out this read for three great tips on marketing to millennial clients and prospects.
Happy reading, and talk to you next week when we’ll bring more of the best tools and tactics to outperform your peers and grow your business.