Practice

Segment your clients

The key to successful segmentation is a thoughtful analysis of your business, smart selection of clients, and a viable service platform to ensure clients who aren’t on your A-list don’t fall through the cracks.

By Keith Pangertitsch |May 23, 2012

5 min read

Cut fees and boost profits

Fewer clients. More productive assets. Following those two principles usually means you’ll be successful. Yet there’s a third principle many advisors don’t talk about openly: discounting fees to attract and keep wealthy clients.

By Melissa Shin |May 22, 2012

8 min read

Should clients invest in Facebook?

Facebook is updating its status to “public company” after its stock jumped during its debut on the Nasdaq Stock Market this morning. The stock opened at $42.05 and later settled at $39. The stock is currently sitting below $40 per share. For those looking to stay updated on Facebook’s worth, check out http://facebookworth.com/. The site […]

May 18, 2012

2 min read

Bank reps seen as “pushy”, sales focused

Interaction between clients and bank staff continues to be largely product-driven, rather than focused on assessing client needs, according to the latest survey by Dalbar.

By Staff |May 18, 2012

2 min read