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  1. Practice Management
  2. 3 Must-Read Pieces for Practice Management: May 7 Edition
Practice Management
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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!


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