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 focusing on important marketing aspects of your business. First, we’ll take a look at enhancing your client experience by building a feedback process so that you can replicate your best clients. Second, we’ll listen to strategies you can take immediate action on to grow your online presence and to make you more referable. And finally, we’ll look at an article that concentrates on helping you evaluate potential problems with your website to ensure you don’t lose potential clients.
Want to enhance your client experience? Check out the three ways you can build a feedback process to replicate your ideal clients.
Listen to this podcast for excellent actionable strategies on how to use your online presence to gain more referrals from your clients and prospects.
Does your website have any of these problems that may cause you to lose potential clients? Read this piece to be sure.
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.