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  1. Practice Management
  2. 3 Must-Read Pieces for Practice Management: May 15 Edition
Practice Management
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3 Must-Read Pieces for Practice Management: May 15 Edition

Kristan WojnarMay 15, 2018
2018-05-15

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 looking at marketing strategies, building your brand influence and technology tools. First up is a piece that outlines proven marketing strategies to help you generate new business. Our next piece describes how to build your brand influence. Our final piece this week covers technology tools to help you build your business.

Read this piece to learn five proven marketing strategies to attract new clients and differentiate your business.

  • The Most Powerful Marketing Tools for Today’s Advisors

Whether you know it or not, you have a personal brand. That brand should have influence. Check out this piece for great ways to build an influential personal brand with your clients.

  • How to Build Your Brand Influence

Technology can be overwhelming. This author outlines seven technology tools that might help you thrive in the new digital economy.

  • 7 Awesome Tech Tools for Financial Advisors

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.


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