Why should advisers segment their client base?
A deep understanding of clients should be a strength of any advice practice. Understanding clients means not only being intimately familiar with their goals, objectives and advice needs, it also […]
Post Tagged with: "segmentation"
Recent Posts
The wide and varying experience of advisers sitting the industry exam
April 9, 2021
It’s time to be bold and tell the success stories of financial advice
March 30, 2021
Continued losses in life insurance putting consumer value at risk
March 25, 2021
The value of a licensee: Have your say
March 23, 2021
When it comes to licensees, is smaller better?
March 19, 2021
