Featured Insight

Scaling for Enterprise Growth with Client Segmentation

Does it feel like you and your staff are at capacity? Segmenting clients and mapping out services to deliver to each tier can help you redirect your energy toward the right people and activities—and create enterprise growth.

Ben Russell

11.13.24 in Marketing & Practice Management

Estimated Reading Time: 4 Minutes (753 words)

Hand staking plastic people on blocks of varying heights and colors

Valiant Women of Commonwealth: For Alex Levi, Authenticity Matters
Advisor Alexandra Levi of Element Financial Group talks about finding success as a woman in a male-dominated industry and how she’s turning obstacles into opportunities.
Marketing & Practice Management
Commonwealth Staff
03.19.21Estimated Reading Time: 2 Minutes
Optimistic Outlook for Emerging Markets in 2021?
Where will emerging markets go next? Commonwealth's Anu Gaggar says there is much to like about their fundamental outlook.
Market & Economic Perspectives
Anu Gaggar, CFA®, FRM®
03.18.21Estimated Reading Time: 6 Minutes
Protecting a Portfolio Against a Rise in Interest Rates
With interest rates rising, how can average investors protect their fixed income allocation without completely repositioning their portfolios?
Market & Economic Perspectives
Peter Essele, CFA®, CAIA, CFP®
03.17.21Estimated Reading Time: 7 Minutes
Valiant Women of Commonwealth: Getting Real with Jessica Blood
Advisor Jessica Blood, managing partner, PlanWise Financial Group, shares how she’s tapping into unexpected growth opportunities and connecting with clients more than ever.
Marketing & Practice Management
Commonwealth Staff
03.10.21Estimated Reading Time: 1 Minutes
Celebrating Women Pioneers in Finance
In honor of International Women's Day 2021, we're celebrating the women pioneers in finance.
Market & Economic Perspectives
Giovanna Zaffina
03.08.21Estimated Reading Time: 6 Minutes
Helping Clients Cope with the Pandemic’s Impact on Women’s Finances
Women have been hard hit by COVID-19’s economic challenges. Addressing these priorities could help stem the damage and protect your women clients’ financial security.
Wealth Planning & Investing
Anna Hays, JD, LLM
03.03.21Estimated Reading Time: 7 Minutes
Spotlight: Advisor Ka’Neda Bullock’s Master Plan
For advisor Ka’Neda Bullock, CFP®, MBA, AIF®, advocating for others comes naturally. Learn how she’s working to provide opportunities and change the conversation, one client at a time.
Culture & Community
Kate Flood
02.25.21Estimated Reading Time: 12 Minutes
Thinking of Going Fee-Only? Signs It’s Time to Make the Move
The fee-only world offers some clear advantages, but making the move comes with added risks and responsibilities, too—and timing can be everything.
The Fee-Only Advisor
Nikki Dillon
02.24.21Estimated Reading Time: 4 Minutes
Own the Future: Looking at a Growth Portfolio
Many investors have done well in tech in recent years, but finding the next big thing in this space is no easy feat.
Market & Economic Perspectives
Brad McMillan, CFA®, CAIA, MAI
02.24.21Estimated Reading Time: 3 Minutes
Is It Time to Pivot? Identifying Inflection Points in Your Business
Is it time to pivot your business? A change of direction may be in order if you've reached one of these critical inflection points.
Marketing & Practice Management
Kenton Shirk
02.17.21Estimated Reading Time: 7 Minutes
Why Printing Money May Not Create Inflation
With the Fed pumping dollars into the economy, will inflation rise? Supply-side data provides key insights.
Market & Economic Perspectives
Anu Gaggar, CFA®, FRM®
02.17.21Estimated Reading Time: 5 Minutes
A Plan for Success(ion): 7 Steps to Transitioning Your Firm
Transitioning your firm is a complex process—both logistically and emotionally. Follow our seven-step guide to ensure a seamless sale of your advisory business.
Marketing & Practice Management
Kenton Shirk
02.12.21Estimated Reading Time: 8 Minutes

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