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

Evaluating the Cost of Doing Business: Wirehouse Vs. Independence [Infographic]
If you're thinking of leaving a wirehouse, you need to know what it will cost. Check out our infographic to evaluate whether independence is right for you.
Marketing & Practice Management
Commonwealth Staff
11.10.20Estimated Reading Time: 1 Minutes
Telling Your Brand Story . . . for the First Time
If you're a breakaway financial advisor, telling your brand story for the first time is an exciting opportunity. But where do you begin?
Marketing & Practice Management
Commonwealth Staff
11.10.20Estimated Reading Time: 6 Minutes
Breaking Away from the Wirehouse: Pros and Cons
Do you want to be a business owner? We look at the pros and cons of breaking away from the wirehouse to become an independent financial advisor.
Marketing & Practice Management
Commonwealth Staff
11.10.20Estimated Reading Time: 6 Minutes
Peak Globalization or Peak “Chinaization”?
How might the global trade and supply chains be reimagined when we emerge from the pandemic-induced crisis? Here's an analysis.
Market & Economic Perspectives
Anu Gaggar, CFA®, FRM®
11.04.20Estimated Reading Time: 6 Minutes
How to Talk to Your Clients About Student Loan Debt
Managing student loan debt is a major concern for many clients. Fortunately, there are effective programs that provide relief for borrowers.
Wealth Planning & Investing
Michael Baum, CFP®
10.28.20Estimated Reading Time: 6 Minutes
Estate Planning with Intentionally Defective Grantor Trusts
Learn the ins and outs of intentionally defective grantor trusts, along with the advantages they offer for clients and their beneficiaries.
Wealth Planning & Investing
Justin C. Duft, JD, CFP®, CLU®, ChFC®, CLTC, MSFS
10.26.20Estimated Reading Time: 7 Minutes
How to Deal with the End of the Stretch IRA
The SECURE Act spelled the end of the stretch IRA. Now what? Learn 7 strategies for helping clients navigate this change.
Wealth Planning & Investing
David Haughton, JD
10.21.20Estimated Reading Time: 5 Minutes
The Third Wave of COVID-19: Have the Facts Changed?
As we enter the third wave of the coronavirus, the facts have changed. So what does this mean for investors?
Market & Economic Perspectives
Brad McMillan, CFA®, CAIA, MAI
10.21.20Estimated Reading Time: 4 Minutes
Knowing When to Worry About the Deficit and the Debt
The deficit and debt are not an immediate problem, but beware these warning signs that the tide is shifting.
Market & Economic Perspectives
Brad McMillan, CFA®, CAIA, MAI
10.20.20Estimated Reading Time: 4 Minutes
Why It’s Time to Take a Look at Gender Lens Investing
Could taking a closer look at gender lens investing reveal that investing in women is simply smart economics?
Wealth Planning & Investing
Anu Gaggar, CFA®, FRM®
10.14.20Estimated Reading Time: 6 Minutes
Does Politics Affect the Economy?
Does politics affect the economy? Commonwealth CIO Brad McMillan casts his vote.
Market & Economic Perspectives
Brad McMillan, CFA®, CAIA, MAI
09.29.20Estimated Reading Time: 4 Minutes
Does Your Personal Brand Convey What You Think It Does?
Do you come across as you think you do? Setting up and reviewing your personal brand could lead to more accurate first impressions—and better interactions.
Marketing & Practice Management
Kristen Terpstra
09.23.20Estimated Reading Time: 7 Minutes

Enjoy thought leadership from some of the most respected, seasoned professionals in the industry.

Subscribe Now