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Business Development

    Client Segmentation for Wealth Management Firms [Guide]
    Business Development

    Client Segmentation for Wealth Management Firms [Guide]

    written by FIG Marketing

    Updated June 23, 2022, at 3:39 PM

    Most wealth management 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.

    Continue Reading
    Client Segmentation for Wealth Management Firms [Guide] was last modified: June 23rd, 2022 by FIG Marketing
    June 8, 2022
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  • Business Development

    What’s Next? Tips for After the Conference

    by Sheryl Theisen April 19, 2022

    If you search online, there’s an unending list of financial industry-related seminars and conferences – Michael Kitces provides a master list of top financial advisor conferences that’s regularly updated. If you’re attending…

    5 LinkedIn Facebook Twitter
  • Business Development

    Do You Need a Business Coach or Business Consultant?

    by Surge Business Consulting November 22, 2021

    Picture this: Your firm is having the best year ever. You’re fully staffed. Referral business is good. You walk into your office and the team greets you with smiles and an enthusiastic…

    2 LinkedIn Facebook Twitter
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