Traditional client segmentation? That’s so 15 years ago. That was one of the takeaways from a presentation yesterday by Michael Nathanson, the CEO of Focus Financial, at this year’s Schwab IMPACT ...
In yet another sign of commodification in investment management, financial advisors are increasingly using pre-built models as a tool to shift their practices upmarket and focus on client ...
When it comes to client relationships, a one-size-fits-all approach falls short. In my experience, treating all clients uniformly is an ineffective practice that can hamper resource allocation and ...
Jay Hummel, host of "The Deep Dive" on Investopedia, is on a mission to help the advisory profession become more valuable for clients and better position itself for the future. His twice-monthly ...
This is the 22nd installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...
SALT LAKE CITY--(BUSINESS WIRE)--Elements, a modern growth platform that helps financial advisors demonstrate their value faster, today announced the forthcoming launch of Elements Money, a registered ...
AI tools have proven to increase lead generation by as much as 50% and lower costs by as much as 60%. It may take 10 years for AI tools to develop to the point where they can help advisors in a ...
Discover how effective market segmentation identifies profitable customers and optimizes pricing, distribution, and product development for business success.
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