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    Segmenting Your Book of Business Effectively
    Business Development

    Segmenting Your Book of Business Effectively

    written by Shawn Sigler

    Updated February 21, 2020, at 11:40 AM

    When it comes to your segmenting your book of business, a little organization could help you build stronger relationships and ultimately grow your book of business.

    A good marketing organization should be able to help you identify new opportunities within your existing book of business. Consider doing this exercise to help you find ways to maximize and grow your firm’s value.

    Continue Reading
    Segmenting Your Book of Business Effectively was last modified: February 21st, 2020 by Shawn Sigler
    March 10, 2016
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    You Deserve a Break

    by J. Wesley Knowles October 27, 2015

    When was the last time you took a Fall Vacation? As a financial advisor, Iโ€™m sure you are always looking for sources that offer support on how to best serve your clientele.…

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