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  1. Practice Management
  2. 3 Must-Read Pieces for Practice Management: October 24 Edition
Practice Management
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3 Must-Read Pieces for Practice Management: October 24 Edition

Kristan WojnarOct 24, 2017
2017-10-24

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’s pieces focus on writing blogs that gain results, email templates for effective drip marketing campaigns and putting your clients at ease.

First up, we look at a piece that provides great tips to help you write blogs that turn readers into clients. Second, we are looking at a piece that provides email templates you can begin using immediately to drip on your clients. Finally, we are highlighting a piece that will help you put clients and prospects at ease when they are meeting with you.

This is a great read that provides seven steps to writing compelling blog content that will help you turn readers of your blog into clients.

  • How Do Advisors Write Blog Posts That Turn Readers Into Clients?

This piece offers five email templates to help you get more attention from your clients.

  • 5 Email Templates to Swipe for Financial Advisors

Want to put your prospects and existing clients at ease? Check out these four ideas that may help.

  • How to Put Our Clients at Ease – Marketing for Financial Advisers

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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