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

The Next Decade: A Humble Approach to Predictions
Economic growth and market returns are likely to be lower this decade than over the last one. But there are still possibilities ahead.
Market & Economic Perspectives
Brad McMillan, CFA®, CAIA, MAI
12.26.19Estimated Reading Time: 3 Minutes
12 Memorable Moments of Giving Back at Commonwealth
Commonwealth is dedicated to giving back to the communities where we live, work, and visit. Check out 12 memorable moments from our 2019 initiatives.
Culture & Community
Miriam Schwartz
12.24.19Estimated Reading Time: 5 Minutes
Is Credit a Cause for Concern?
What's happening in credit—and is it a cause for concern? Commonwealth's Nicholas Follett says now is not the time to be complacent in the debt markets.
Market & Economic Perspectives
Nicholas Follett
12.18.19Estimated Reading Time: 6 Minutes
The Science of Success: Why Positive Thinking Matters
Learn the science behind positive thinking and how it can lead your firm to greater success.
Marketing & Practice Management
Kol Chu Birke, CFP®
12.17.19Estimated Reading Time: 5 Minutes
Are You Suffering from Compassion Fatigue?
Having difficulty concentrating? Feeling like you just can't take it anymore? You may be suffering from compassion fatigue.
Marketing & Practice Management
Commonwealth Staff
12.04.19Estimated Reading Time: 7 Minutes
How Can Advisors Retain More Clients? The Answer Might Surprise You
Portfolio losses are seldom the real reason clients leave an advisor. Learn the top factors that research says will help advisors retain more clients.
Marketing & Practice Management
Kristine McManus, CRPS®
12.03.19Estimated Reading Time: 6 Minutes
A Time to Give Thanks
As Thanksgiving approaches, Commonwealth CIO Brad McMillan reflects on the importance of gratitude and shares what he's grateful for today.
Market & Economic Perspectives
Brad McMillan, CFA®, CAIA, MAI
11.27.19Estimated Reading Time: 5 Minutes
12 Record Highs for the S&P: What Does It All Mean?
In the past month, the S&P 500 has had 12 record highs. But what does that mean? We discuss the possibilities.
Market & Economic Perspectives
Brad McMillan, CFA®, CAIA, MAI
11.26.19Estimated Reading Time: 3 Minutes
The Death of Retail?
Is retail dying? On the contrary. We're actually witnessing its evolution.
Market & Economic Perspectives
Brad McMillan, CFA®, CAIA, MAI
11.21.19Estimated Reading Time: 4 Minutes
Best Practices for Teaching Children About Money
Commonwealth's Brian Glazer shares his best practices for teaching children about money, including how to make it fun and interesting.
Market & Economic Perspectives
Brian Glazer, ChFC®
11.19.19Estimated Reading Time: 6 Minutes
Is Japanification the New Normal?
Commonwealth's Anu Gaggar discusses the Japanification of the world, plus how investors can navigate this new normal.
Market & Economic Perspectives
Anu Gaggar, CFA®, FRM®
11.15.19Estimated Reading Time: 6 Minutes
Getting to Know Women Investors
What's the key to getting to know women investors? Learn more about this valuable demographic, including what they're looking for in an advisor.
Wealth Planning & Investing
Anu Gaggar, CFA®, FRM®
11.13.19Estimated Reading Time: 6 Minutes

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

Subscribe Now