Updated October 18, 2024, at 3:36 PM
Most financial advisors pride themselves on providing excellent service to all their clients, regardless of their level of wealth.
However, an advisor with a mature book of business who wants to remain profitable without burning the candle at both ends needs to develop a more pragmatic approach.
Enter the art of client segmentation for wealth management.
This guide is intended to help you prepare clients and assist with the unfinished paperwork and decisions that need to happen after the death of a loved one. The information and suggestions …
Updated March 11, 2024, at 10:28 AM Pre-retirees and retirees seem to have totally different outlooks on retirement and how they perceive their given situations. The data shown in the infographic below …