Segmenting Tips: Focus on Your Most Valuable Clients
Firms that divide clients into groups to allow varying service say it helps the practice and improves the overall experience.
More in Practice Management
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Wells Fargo advisor tries unsuccessfully to convince his elderly client that he hadn't won a $5 million lottery and that the whole thing was really a scam. more »
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Use investors’ habits and mental preconceptions to tailor financial plans that will work well for them individually. more »
Families that have advisors are far more likely to have a college savings plan in place, Fidelity study finds. more »
Several factors are pressuring margins for everyone in planning, says LPL Financial's Bill Morrissey. more »
Use these rules to find your target audience, market your theme and deliver your remarks with confidence. more »
After listening to advisors pitch their businesses, a panel of investors explained what works. Advisor and consultant Ron Carson shares the most important takeaways. more »
Without outside help, many planners are falling short on their own financial goals. A few advisors have a solution. more »
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