Create a marketing plan, value your advice and stick to your process
Each week, we bring you a curated list of articles handpicked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our practice management channel to differentiate yourself with new ideas and build lasting relationships with your clients.
Our trending topics for this week include your marketing plan efforts, quantifying your advice, and how tough your process is. First, we have an article that covers creating a solid marketing plan for your practice. Next, with the downward pressure on fees, we have an in-depth article that looks at how to specifically identify, quantify, and communicate your unique value effectively. Our final article reminds you to stick to your process and respectfully explain why your process matters.
A solid marketing plan saves you time in the long run and prevents you from wasting money. Check out this article for 5 steps to get you started, as well as to continue your marketing efforts once your plan is in place.
Market volatility puts more stress on the expenses associated with your service. Clarifying your value to customers is more important than ever. This article will help you understand the enormous value you bring to customers, how to quantify it, and how best to communicate it.
This author says to be confident to stick to your process. If you know a client isn’t right for you, don’t compromise.
Be sure to review our full list of target date funds when designing retirement solutions for your clients.
