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 look at the topics of well-written website copy, ways to upgrade your marketing this year and what to do when you send a center of influence a new referral. First up is a piece that looks at website copy that grabs your prospects’ attention. Next is a piece that addresses a key way to upgrade your marketing efforts. Our final piece this week covers the reciprocity of referral alliances.
Is it time to revisit your website? Check out these four key components to creating excellent website copy.
This author suggests there is one way to upgrade your marketing efforts: your words. Read this piece to consider changing the words you use.
Take a look at this five-step approach to use the next time you send a COI a new referral.
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.
