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

Power Marketing Playbook: 4 Steps to Creating Client Personas
Client personas provide crucial insights into your ideal audience. Learn how you could drive business growth with this powerful tool.
Marketing & Practice Management
Sarah Howes
05.11.22Estimated Reading Time: 4 Minutes
Bringing the 60/40 Portfolio Back to Life
With the Fed poised to push interest rates higher, and inflation at the highest levels we've seen in decades, investors may be wondering whether the 60/40 portfolio should be abandoned for an alternative approach. Here's an argument in favor of staying the course.
Wealth Planning & Investing
Rob Swanke, CFA®, CAIA
04.22.22Estimated Reading Time: 6 Minutes
Future-Proof Your Firm: Guiding G2 Advisors on the Path to Partnership
Want to unlock more of your firm’s potential and create a powerful synergy with next-gen advisors? A strong internal succession strategy is the key.
Marketing & Practice Management
Dina Sonenshein
04.13.22Estimated Reading Time: 1 Minutes
It’s About Time: A Top Commonwealth Advisor on Driving Productivity
Learn how optimizing your efficiency could allow you to spend more time with clients and sustain your firm’s long-term growth.
Marketing & Practice Management
Kenton Shirk
03.16.22Estimated Reading Time: 6 Minutes
Sticker Shock: Assessing the Real Cost of Gas
The headlines are telling us that gas prices have never been higher, but is there more to the story?
Market & Economic Perspectives
Peter Essele, CFA®, CAIA, CFP®
03.15.22Estimated Reading Time: 5 Minutes
The Russian Invasion of Ukraine: A Lesson in Stakeholder Capitalism?
From an investment perspective, could the Russian invasion of Ukraine be a lesson in stakeholder capitalism?
Market & Economic Perspectives
Peter Essele, CFA®, CAIA, CFP®
03.04.22Estimated Reading Time: 5 Minutes
What Does the Ukraine Invasion Mean for Investors' Portfolios?
With Russia’s attack on Ukraine, the markets are reacting. But history shows the effects could be limited.
Market & Economic Perspectives
Brad McMillan, CFA®, CAIA, MAI
02.25.22Estimated Reading Time: 5 Minutes
The Value of Investing in Your Brand
Whether you’re a small business or a global company, investing in your brand can help you stay relevant—and competitive.
Marketing & Practice Management
Angela Streba
02.23.22Estimated Reading Time: 6 Minutes
How to Engage the Next Generation of Clients: Promote the Family Meeting
Regular family meetings can foster your clients' long-term goals and the next generation's engagement with your firm.
Wealth Planning & Investing
David Haughton, JD
02.16.22Estimated Reading Time: 5 Minutes
Commonwealth Staff Roundup: 43 Ways to Celebrate Black History Month
From books and movies, to TED talks and virtual museums, check out this collection of ways to celebrate Black History Month.
Culture & Community
Commonwealth Staff
02.09.22Estimated Reading Time: 6 Minutes
5 Strategies for Creating Lifelong Clients
What’s the key to keeping clients for life? Consider these strategies for deepening your connections and strengthening the groundwork for long-term success.
Marketing & Practice Management
Kristine McManus, CRPS®
02.02.22Estimated Reading Time: 5 Minutes
Elevating the Financial Security of Your Single Women Clients
Single clients have different financial planning needs than couples do—and this can be especially true for women.
Wealth Planning & Investing
Heather Zack, JD, LLM, MSFP, CAP
01.26.22Estimated Reading Time: 7 Minutes

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

Subscribe Now