Segmentation Mistakes Financial Advisors Make and How to Avoid Them
After I sold my financial advisor practice I went into practice management consulting. In other words, I learned all the things that I should have known when I was running a practice. I wish I knew more about segmentation And completed segmenting my clients on an annual basis. this does not mean getting rid of […]
What Does Your 2025 Playbook Look Like?
Have you outlined your goals for 2025? Now is the perfect time to craft your strategy. A well-designed playbook isn’t just a tool—it’s a roadmap to success by setting key objectives, aligning your team, and keeping everyone accountable. Imagine the possibilities this could unlock for your practice! What is an Advisor Playbook? The Advisor Playbook […]