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 our topics cover having a live chat feature on your website, when to hire additional team members and the secret to working with female clients. Our first piece this week outlines the benefits of having a live chat option on your website. It also includes an overview of some of the most popular live chat tools you can add onto your site. Our second article looks at when the appropriate time is to add to your staff. Our final piece discusses the secret to working with female clients and prospects.
Check out our previous article here.
Does your website have a live chat feature? This is a great read that outlines the benefits, as well as live chat tools you can integrate into your website.
Is it time for you to hire additional team members for your practice? Check this piece out for tips on when it might be the right time to hire.
What’s the secret to working with women clients? This author suggests female-focused value propositions just may be the key.
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