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Client Relations

    Business Development

    Client Segmentation for Wealth Management Firms [Tips to Get Started]

    by FIG Marketing June 8, 2022
    written by FIG Marketing

    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.

    Continue Reading
    June 8, 2022
    8 FacebookTwitterPinterestEmail
  • Business Development

    10 Birthday Milestones That Impact Retirement Income

    by Sheryl Theisen May 31, 2022
    by Sheryl Theisen May 31, 2022

    Updated September 22, 2023, at 3:36 PM Age and money are taboo topics when it comes to retirement planning. Talking about money is quite often an emotional trigger. As a financial professional, …

    10 FacebookTwitterPinterestEmail
  • Uncategorized

    Helping Clients After the Death of a Loved One

    by Sheryl Theisen September 23, 2021
    by Sheryl Theisen September 23, 2021

    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 …

    6 FacebookTwitterPinterestEmail
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