Each week, we bring you a curated list of must-have articles aimed at helping you grow your investment advisory practice. Industry veteran Kristan Wojnar uses his extensive 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.
Metrics are important to the success of your business. This week, we’re looking at setting goals, evaluating your marketing, and evaluating your client newsletter. First of all, this is an article about reviewing and achieving your business goals. Our second article looks at how to evaluate your marketing efforts. The last article of the week offers insight into re-evaluating your newsletter.
It’s not too late to set business goals for this year. Take a look at this piece for 5 steps to help you have your best year ever.
This author suggests that there are 5 Rs for evaluating your marketing efforts. Check it out.
Rethinking your customer newsletter? Personalization is key. This article offers 6 tips for creating a more personal newsletter that your customers will actually read and enjoy.
Be sure to review our full list of target date funds when designing retirement solutions for your clients.