Each week, we bring you a must-read list of articles designed to help you grow your investment advisory practice. Industry veteran Kristan Wojnar uses her vast experience to select these items after conducting extensive research. If you’re looking for the right advice to grow your practice, follow our practice management channel.
We’re starting the new year off on a strong note looking at the themes of Marketing Opportunities, Customer Segmentation, and Business Planning. Our first article this week examines the biggest marketing opportunities for advisors. Our next article explores the importance of customer segmentation, and our last article provides us with business planning tips.
Wondering what are the biggest marketing opportunities for this year? So look no further. This webinar replay highlights the biggest marketing opportunities for financial advisors in 2022 based on key trends in wealth management.
Customer segmentation preserves your resources and gives you the ability to grow in a positive direction both fiscally and mentally. Check out this article to learn why clarifying and limiting your customers will help you grow your business this year and beyond.
The New Year may inspire you to create a business plan for the first time or inspire you to review and refine your current plan. This video will provide you with 3 tips to help you develop your business plan, as well as when you may need to pivot your strategy.
Be sure to check out our full list of target maturity funds while designing retirement solutions for your clients.