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.
This week we are tackling a wide range of practice management topics. First up is a piece that provides seven must-know Google AdWords tips for financial advisors. Second, we look at insights on how you can add wealthy millennial clients to your business. Our final piece this week is an interesting read about the ways financial advisors might be sabotaging their own business growth without even knowing it.
Looking for ideas on how to use Google AdWords to help you with your marketing? Take a look at these seven tips.
Check this piece out for Oppenheimer’s recent research on the investment behaviors of ultra-high-net-worth millennials and how to build trust with them over time.
Does business success and growth feel different to you now compared to when you first started as an advisor? This author outlines five things successful advisors do to sabotage their own business growth.
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.