ETFdb Logo
  • ETF Database
  • Content Hubs
    • Themes
      • Active ETF
      • Alternatives
      • Artificial Intelligence
      • China Insights
      • Core Strategies
      • Crypto
      • Disruptive Technology
      • Energy Infrastructure
      • ETF Building Blocks
      • ETF Investing
      • ETF Strategist
      • Financial Literacy
      • Fixed Income
      • Free Cash Flow
      • Future ETFs
      • Innovative ETFs
      • Institutional Income Strategies
      • Leveraged & Inverse
      • Market Insights
      • Market Outlooks
      • Modern Alpha
      • Nuclear Energy
      • Portfolio Strategies
      • Sector Investing
      • Tax Efficient Income
      • Thematic Investing
    • Asset Class
      • Equity
        • U.S. Equity
        • Int'l Developed
        • Emerging Market Equities
      • Alternatives
        • Gold/Silver/Critical Materials
        • Cryptocurrency
        • Currency
        • Volatility
      • Fixed Income
        • Investment Grade Corporates
        • US Treasuries & TIPS
        • High Yield Corporates
        • Int'l Fixed Income
    • ETF Ecosystem
    • ETFs in Canada
    • Market Outlook
    • Crypto ETF Hub
  • Tools
    • ETF Screener
    • ETF Country Exposure Tool
    • ETF Database Categories
    • Indexes
    • Scenario Analysis
    • Watchlists
    • Head-To-Head ETF Comparison Tool
    • Mutual Fund To ETF Converter
    • ETF Stock Exposure Tool
    • ETF Issuer Fund Flows
  • Research
    • ETF Education
    • Equity Investing
    • Dividend ETFs
    • Leveraged ETFs
    • Inverse ETFs
    • Index Education
    • Index Insights
    • Top ETF Sectors
    • Top ETF Issuers
    • Top ETF Industries
  • Webcasts
  • Sectors
    • Sector Investing Content Hub
    • XLK
    • XLI
    • XLU
    • XLY
    • XLP
    • XLRE
    • Sector Power Rankings
    • XLE
    • XLC
    • XLF
    • XLV
    • XLB
  • Multimedia
    • ETF 360 Video Series
    • ETF of the Week Podcast
    • Gaining Perspective Podcast
    • ETF Prime Podcast
    • Video
  • Company
    • About VettaFi
  • PRO
    • Pro Content
    • Pro Tools
    • Advanced
    • FAQ
    • Free sign up
    • Login
  1. Practice Management
  2. 3 Must-Read Pieces for Practice Management: October 24 Edition
Practice Management
Share

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.


Content continues below advertisement

» Popular Pages

  • Tickers
  • Articles

Jun 24

New Home Sales Drop 7% in May

Jun 24

Are Investors Sleeping on Bitcoin Funds in 2026?

Jun 24

Repositioning the Fed

Jun 24

Small Cap Quality Over Size: Why ALPS OUSM Deserves a Look

Jun 24

The Psychology of FOMO in Markets

Jun 24

Building on Mutual Fund Success: Natixis Loomis Sayles Debuts 2 ETFs

Jun 24

Rosenbluth Discusses Thematics & RAFI Acquisition on Schwab Network

Jun 24

Why Advisors Are Ditching Mutual Funds for Sector ETFs

Jun 24

Considering Large-Cap Value? Here’s How BKDV Stands Out

Jun 24

New China Restrictions Showcase REXC's Ex-China Opportunities

QQQ

Invesco QQQ Trust Series I

VOO

Vanguard S&P 500 ETF

GLD

SPDR Gold Shares

DRAM

Roundhill Memory ETF

SMH

VanEck Semiconductor ETF

SOXX

iShares Semiconductor ETF

PPLT

abrdn Physical Platinum...

SIVR

abrdn Physical Silver Shares...

SCHD

Schwab US Dividend Equity ETF...

SOXL

Direxion Daily Semiconductor...

Loading Articles...

Advertisement

Is Your Portfolio Positioned With Enough Global Exposure?

ETF Education Channel

How to Allocate Commodities in Portfolios

Tom LydonApr 26, 2022
2022-04-26

A long-running debate in asset allocation circles is how much of a portfolio an investor should...

Core Strategies Channel

Why ETFs Experience Limit Up/Down Protections

Karrie GordonMay 13, 2022
2022-05-13

In a digital age where information moves in milliseconds and millions of participants can transact...

}
X