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

Building a True Meritocracy: The Importance of Diversity and Inclusion
Learn how building a true meritocracy, where the best employees can thrive, only benefits our businesses, clients, and staff.
Culture & Community
Kol Chu Birke, CFP®
10.08.19Estimated Reading Time: 7 Minutes
This Is What We Do: The Value of Financial Advisors
Commonwealth CIO Brad McMillan shares how a recent client visit served as a powerful reminder of the true value of financial advisors.
Market & Economic Perspectives
Brad McMillan, CFA®, CAIA, MAI
10.02.19Estimated Reading Time: 3 Minutes
Retirement Plan Re-Enrollment: A Fresh Start for 401(k) Participants
Could the 401(k) participants in the plans you work with benefit from a savings do-over? Retirement plan re-enrollment may be just the opportunity they need.
The Retirement Plan Advisor
Commonwealth Staff
09.25.19Estimated Reading Time: 5 Minutes
5 Features of an Ensemble Practice
Would you define your firm’s structure as a multiadvisor firm or a true ensemble? Read about the features of an ensemble practice to see where you fit.
Marketing & Practice Management
Kenton Shirk
09.17.19Estimated Reading Time: 6 Minutes
When Students Go Off to College: Financial Planning for Empty Nesters
These tips on financial planning for empty nesters cover powers of attorney for college students, 529 plans, UTMA accounts, and new ways to save money.
Wealth Planning & Investing
Keven DuComb, JD
09.10.19Estimated Reading Time: 8 Minutes
Be the Change: Adopting Agile Marketing Principles at Your Firm
Want to increase efficiency, enhance service quality, and inspire employee engagement at your firm? Learn how adopting Agile marketing principles can help.
Marketing & Practice Management
Commonwealth Staff
09.03.19Estimated Reading Time: 7 Minutes
The Value of Benchmarking a Retirement Plan
Learn the key reasons why benchmarking a retirement plan is such an important service to provide for your plan sponsor clients.
The Retirement Plan Advisor
Steve Johnian, CPFA, AIF®
08.28.19Estimated Reading Time: 6 Minutes
The Benefits of Managed 401(k) Accounts: Are They Real?
The benefits of managed 401(k) accounts are attractive. But advisors must consider how managed accounts affect their roles and fiduciary responsibilities.
The Retirement Plan Advisor
Michael Geraci, CRPC®, AIF®, CIMA®, QKA
08.27.19Estimated Reading Time: 7 Minutes
Rethinking Practice Management Fundamentals for Advisors
How can advisory firms gain competitive advantage today? Have growth strategies changed? Let’s explore four practice management fundamentals for advisors.
Marketing & Practice Management
Kenton Shirk
08.20.19Estimated Reading Time: 9 Minutes
My Portfolio Isn’t Beating the Market: Should It?
When it comes to evaluating portfolio performance, it's important to measure success against the appropriate benchmarks.
Market & Economic Perspectives
Brian Glazer, ChFC®
08.16.19Estimated Reading Time: 5 Minutes
Insurance Planning: The Business of Protecting Families
What’s the best way to approach insurance planning conversations with clients? Here’s how to guide them through tough questions and what-if scenarios.
Wealth Planning & Investing
Ethan Young
08.14.19Estimated Reading Time: 6 Minutes
Measuring the Market Fear Factor
What does it mean when the market is scared, and what's the best way to measure the fear factor?
Market & Economic Perspectives
Andrew Kitchings, CAIA, ERP, FRM®
08.09.19Estimated Reading Time: 6 Minutes

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