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.
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Most advisors won't get the price they want from selling their practices -- and don't really want to sell anyway, one study finds. more »
In trying to find new young clients, many advisors are turning to online platforms. But that is not the only track to success. more »
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 »
Use these ideas to quickly bring new staff up to speed on a firm's values, tools and culture. more »
6 things to know about rebalancing; Get these things right in your planning; Creative ways to cut your 401(k) fees more »
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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