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.
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…
2020: The year everyone became disconnected and lived on the Internet. The year everyone became an expert on every topic they researched. The year that killed the financial dinner seminar. Perhaps your…