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

Has Sustainable Investing Reached a Tipping Point?
Demand for sustainable investments (and asset flows!) has amplified throughout the course of the year. But has the coronavirus precipitated a tipping point in the space?
Market & Economic Perspectives
Sarah Hargreaves
08.07.20Estimated Reading Time: 6 Minutes
Help Your Clients Become Intelligent Investors
How can you help your clients become intelligent investors? Try guiding them toward some of these time-tested strategies.
Wealth Planning & Investing
Brian Glazer, ChFC®
08.05.20Estimated Reading Time: 6 Minutes
A Look Under the S&P 500 Hood
The S&P 500 is modestly positive for the year, but its performance has been far from boring thus far in 2020. What's going on?
Market & Economic Perspectives
Brian Price, CFA®
08.04.20Estimated Reading Time: 6 Minutes
Has the Second Wave Peaked?
Although the medical news regarding the pandemic has been mixed, the economic reopening remains on track, despite signs of a slowdown.
Market & Economic Perspectives
Brad McMillan, CFA®, CAIA, MAI
07.30.20Estimated Reading Time: 6 Minutes
Putting Holistic Financial Planning into Practice
Looking for a competitive advantage? Putting holistic financial planning into practice can help separate you from the crowd.
Wealth Planning & Investing
Heather Zack, JD, LLM, MSFP, CAP
07.29.20Estimated Reading Time: 6 Minutes
Another Look at the Dollar: The Fed and Interest Rates
If the Fed were to raise interest rates, what would that mean for the dollar? Let's explore the possibilities.
Market & Economic Perspectives
Brad McMillan, CFA®, CAIA, MAI
07.29.20Estimated Reading Time: 5 Minutes
The Dollar Is Not Collapsing
The dollar has declined in recent months, but that's not the story we should be paying attention to.
Market & Economic Perspectives
Brad McMillan, CFA®, CAIA, MAI
07.28.20Estimated Reading Time: 5 Minutes
Signs of Stabilization on the Pandemic Front
With signs of stabilization on the pandemic front, the base case remains continued recovery.
Market & Economic Perspectives
Brad McMillan, CFA®, CAIA, MAI
07.23.20Estimated Reading Time: 7 Minutes
Tax-Efficient Timing for Wealth Transfer Strategies
Looking for tax-savvy wealth transfer strategies? Current regulatory and market conditions present unique reasons to revisit estate planning and gifting.
Wealth Planning & Investing
Keven DuComb, JD
07.22.20Estimated Reading Time: 6 Minutes
Q2 2020 Earnings: Terrible, But Still Positive
Although it's still early days, earnings season results are coming in better than analysts had expected.
Market & Economic Perspectives
Brad McMillan, CFA®, CAIA, MAI
07.22.20Estimated Reading Time: 4 Minutes
3 Strategies for Approaching Referrals in Challenging Times
Can you ask for referrals in this climate? Here are three strategies to lay the groundwork now for future referrals and growth.
Marketing & Practice Management
Kristine McManus, CRPS®
07.15.20Estimated Reading Time: 4 Minutes
Is the Value Premium Dead?
Commonwealth’s Peter Essele looks at the value premium in light of its recent underperformance and new data discussed by Eugene Fama and Kenneth French.
Market & Economic Perspectives
Peter Essele, CFA®, CAIA, CFP®
07.08.20Estimated Reading Time: 4 Minutes

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

Subscribe Now