Practice Makeover: Season 5

Take your practice to the next level. With a little advice from the right coaches, watch how InvestmentNews is helping some of the industry’s brightest advisers transform their businesses.

Episode 4: Is your marketing addressing what makes you unique?

September 01, 2016 | Runtime: 7:13

Watch episode 4 of Practice Makeover and learn simple marketing strategies that you can implement now.

Episode 5: What’s next for Kingsview

August 29, 2016 | Runtime: 3:19

As Season 5 of Practice Makeover wraps up, Kingsview has big plans for the future. Their focus on growth and customization will undoubtedly lead them to continued success.

Episode 3: How can I know my clients better?

August 26, 2016 | Runtime: 4:31

Find out why having a great CRM has allowed advisers at Kingsview Asset Management to differentiate their marketing.

Episode 2: How to find (and utilize) the right technology hub

August 02, 2016 | Runtime: 4:40

Great financial advisory firms begin with great technology. Kingsview says it partnered with Redtail to improve its efficiency, but what can you learn from their strategy?

Episode 1: Building a better practice with technology, marketing

July 21, 2016 | Runtime: 2:55

Kingsview Asset Management in Chicago has expanded thanks to an aggressive and innovative approach to its business. What can you learn from their strategy on this season of Practice Makeover?

 
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