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 will be taking a look at three different marketing areas of your business. The first piece focuses on your marketing as it relates to social media. Do you have a daily routine utilizing LinkedIn? This piece suggests that a daily routine can take as little as nine minutes. Secondly, we look at your marketing in relation to client-appreciation events. The next piece provides several ideas for hosting events, as well as best practices. The final piece this week focuses on marketing and creating positive client experiences to ultimately obtain more referrals.
Do you have a LinkedIn routine to follow every day? This author suggests a daily routine for advisors that takes just nine minutes out of your business day.
Looking for new client appreciation events and ideas? Check out this author’s suggested best practices for planning and hosting, as well as unique client event ideas.
Are you currently working on reinforcing positive client experiences? Take a look at these four ways to help you in creating positive client experiences in order to gain more referrals.
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.