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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 June 26, 2025, 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

    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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  • Business Development

    Innovation’s Role in Your Business’s Success [3 Steps to Propel Your Business Forward]

    by Sheryl Theisen January 9, 2023
    by Sheryl Theisen January 9, 2023

    Updated October 31 2023, at 12:22 PM Like many professionals, you understand innovation’s role in business growth: creating ways to be heard above the noise, noticed among the similarities, and a sought-after …

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