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

Commonwealth Book Club: Inspirational Female Authors Edition
Looking for a good summer read? Let these inspirational female authors take you away.
Culture & Community
Becky Lucca
07.08.20Estimated Reading Time: 5 Minutes
4 Reasons Wirehouse Advisors Should Be Making the Move to Independence
Transition is easier than you think. We outline four reasons wirehouse advisors should be making the move to independence.
Marketing & Practice Management
Andrew Daniels
07.01.20Estimated Reading Time: 5 Minutes
Why Has the Market Disconnected from the Pandemic?
As case counts go up, the market has also risen. What's going on? Turns out, there's a reason for the disconnect.
Market & Economic Perspectives
Brad McMillan, CFA®, CAIA, MAI
06.30.20Estimated Reading Time: 4 Minutes
What Reg BI Means for Financial Advisors
What does Reg BI mean for financial advisors? Here, we break down the regulation's four key components.
Compliance & Regulation
Rob Molinari, CRCP®, AIF®, RFC®
06.24.20Estimated Reading Time: 5 Minutes
Green Shoots for International Equities?
International equities are often viewed as chronic underperformers, but that narrative may be changing.
Market & Economic Perspectives
Anu Gaggar, CFA®, FRM®
06.24.20Estimated Reading Time: 6 Minutes
Is the Market Melt-Up Cause for Concern?
The V-shaped recovery seems well underway, but there are reasons to be concerned about where the market is now.
Market & Economic Perspectives
Brad McMillan, CFA®, CAIA, MAI
06.17.20Estimated Reading Time: 4 Minutes
5 Strategies for Networking in a Virtual World
Looking for ways to connect when in-person interactions aren’t an option? Commonwealth's Kristine McManus offers 5 tips for networking in a virtual world.
Marketing & Practice Management
Kristine McManus, CRPS®
06.17.20Estimated Reading Time: 5 Minutes
In Response to “The Looming Bank Collapse”
Are we on the cusp of another financial crisis? Commonwealth’s Nick Follett says not so fast.
Market & Economic Perspectives
Nicholas Follett
06.16.20Estimated Reading Time: 7 Minutes
5 Best Practices for Communicating with Clients in Changing Times
Communicating with clients in changing times is a hard but necessary job. These best practices can help.
Marketing & Practice Management
Kristine McManus, CRPS®
06.10.20Estimated Reading Time: 3 Minutes
How to Solve the Business Continuity Problem
What if something happens to you? Follow these steps to create a business continuity plan that will protect your practice if you become disabled or pass away.
Marketing & Practice Management
Kenton Shirk
06.03.20Estimated Reading Time: 5 Minutes
What’s (Not) Happening in the Coronavirus Crisis?
With no early signs of a second wave of infections, it's been another good week in the coronavirus crisis.
Market & Economic Perspectives
Brad McMillan, CFA®, CAIA, MAI
05.28.20Estimated Reading Time: 6 Minutes
Half Full or Half Empty: How Positive Emotions Help You Thrive
Positive emotions, mental health, and resilience can drive success. Here are some practical strategies you can use to help you second that emotion.
Culture & Community
Kol Chu Birke, CFP®
05.27.20Estimated Reading Time: 5 Minutes

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