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: May 7 Edition
Practice Management
Share

3 Must-Read Pieces for Practice Management: May 7 Edition

Kristan WojnarMay 07, 2019
2019-05-07

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?

This week we are covering the topics of digital leads, time management and value propositions. First, we are looking at a piece that looks at nurturing your digital leads. Second, we have a piece that looks at multiplying your time as an advisor, rather than focusing on time management. Our final piece for the week highlights the importance of awesome value propositions.

Check this piece out for specific tactics to nurture your digital leads through a series of interactions.

  • Nurturing Digital Leads 101 for Financial Advisors

This author suggests learning to multiply your time to spend more time on your highest income producing activities. Read these tips to help you to get more time in your day.

  • How To Get 5 More Hours in Your Day

Do you have a killer value proposition? This piece provides great ideas for creating winning value propositions.

  • The Secret Behind Awesome Financial Advisor Value Propositions

Happy reading!


Content continues below advertisement

» Popular Pages

  • Tickers
  • Articles

Jun 23

National Bank Launches New NBI Thematic Rotation ETF

Jun 23

REIT ETFs: Real Estate's Quiet Revival

Jun 23

Benchmarks Are Broken: Why Antiquated Methodologies Fail Fixed Income

Jun 23

How SFLO Finds Quality Companies in Volatile Small-Cap Value Investing

Jun 23

Add Diversification As SMID-Cap ETF TMSL Celebrates Milestone 

Jun 23

Hyperliquid Takes on Traditional Derivatives Markets

Jun 23

India ETFs Worth Examining Following Market’s Rough 2026 Start

Jun 23

Search for Income Should Include International Markets

Jun 23

U.S. Oil Production Outlook & Midstream Implications

Jun 23

Why the Bond King Is Betting on Hikes, Hype & Global Rotation

QQQ

Invesco QQQ Trust Series I

VOO

Vanguard S&P 500 ETF

GLD

SPDR Gold Shares

SMH

VanEck Semiconductor ETF

DRAM

Roundhill Memory 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