Traditional client segmentation? That’s so 15 years ago. That was one of the takeaways from a presentation yesterday by Michael Nathanson, the CEO of Focus Financial, at this year’s Schwab IMPACT ...
Jay Hummel, host of "The Deep Dive" on Investopedia, is on a mission to help the advisory profession become more valuable for clients and better position itself for the future. His twice-monthly ...
When it comes to client relationships, a one-size-fits-all approach falls short. In my experience, treating all clients uniformly is an ineffective practice that can hamper resource allocation and ...
In yet another sign of commodification in investment management, financial advisors are increasingly using pre-built models as a tool to shift their practices upmarket and focus on client ...
Screening different funds and running comparisons has been extremely useful. For financial advisors who want to differentiate their services and provide their clients with truly personalized ...
SALT LAKE CITY--(BUSINESS WIRE)--Elements, a modern growth platform that helps financial advisors demonstrate their value faster, today announced the forthcoming launch of Elements Money, a registered ...
Discover how effective market segmentation identifies profitable customers and optimizes pricing, distribution, and product development for business success.
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