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5 Client Segmentation Structures to Revolutionize Your Advisory Practice

Feeling overwhelmed about the lack of categorization and organization in your client base? Given two finite resources, time and labor, as an RIA, wirehouse advisor or tax advisor, it’s important to put clear lines between the types of clients you serve and want to acquire, the service quality you provide to each, and your fee plans.

The Ultra High Net Worth Opportunity Has Never Been Greater for Those Serving Them

The Ultra High Net Worth Opportunity Has Never Been Greater for Those Serving Them

While the pandemic has significantly shifted the world and how we conduct things, prospects for growing a wealth management firm have never been greater, especially with the growth of so many multi millionaires that can use a wealth manager’s services.