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’ll cover three important themes. First, we’ll look at what is called “the behavior gap.” Second, we’ll look at your LinkedIn strategy and finally, we’ll look at your use of telling stories as it relates to your marketing efforts. The first piece provides you with tips to close the behavior gap with your clients and prospects to improve financial performance. The next piece highlights building your LinkedIn strategy, as well as your overall network. The final piece this week provides some creative storytelling ideas to potentially assist you in your overall marketing strategy.
How do you start your client and prospect meetings? Try out these three tips.
What is the behavior gap? Learn these tips to close the behavior gap with your clients.
What is your LinkedIn strategy? Build your network using these helpful tips.
What stories are you telling? Use these storytelling ideas in your marketing efforts.
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.