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.
We are tackling the subjects of niche marketing, value-add marketing and working with widows this week. Our first piece overviews the best niches for financial advisors. Next up is a piece that focuses on what you should look for in value-add marketing. Our final piece discusses working with widows.
Do you currently work with a niche? This piece overviews five of the best niches for financial advisors to work with.
Are you getting true value from your value-add marketing? Read this piece for ways to help you evaluate which type of marketing program is best for you and your practice.
Read on for excellent tips to help you enhance working with widowed clients and prospects.
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.