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Business Development

    Business Development

    Client Segmentation for Financial Advisors [Tips & Examples]

    by Mark Stewart April 4, 2023
    written by Mark Stewart

    Updated October 18, 2024, at 4:22 PM

    Client segmentation opens the door to new opportunities for financial advisors. But segmenting clients is more than just categorizing people into boxes. It allows financial advisory firms to learn about clients on a deeper level to optimize the service they receive.

    Capitalizing on proper client segmentation creates extraordinary client experiences and streamlines communication and support so you can continue to focus on your firm’s growth. And as they say, the proof is in the pudding.

    According to a Fidelity Advisor Community Segmentation Study, the dichotomy is stark between firms that have a client segmentation strategy in place and those that don’t.

    Continue Reading
    April 4, 2023
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  • Business Development

    The Psychology of Financial Decision-Making: Understanding Behavioral Biases to Improve Client Outcomes

    by FIG Marketing February 28, 2023
    by FIG Marketing February 28, 2023

    Updated February 22, 2024, at 11:44 AM Understanding the psychology of financial decision-making will help you develop stronger relationships, deepen trust, and facilitate a playing field filled with satisfied clients. Behavioral finance …

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  • Business Development

    Maximizing Your Client’s Wealth: The Power of a Financial Advisor and Tax Planning CPA Partnership

    by FIG Marketing February 21, 2023
    by FIG Marketing February 21, 2023

    Level up your business by strengthening your strategies through partnership. As a financial advisor, you play an essential role in helping clients reach their financial goals, but you may often face challenges …

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