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The following posts are related to client segmentation. Scroll down to see more articles.

Capitalizing on niches

The combination of niche targeting and active portfolio management provides many advisors with a competitive edge. Advisors who endorse active portfolio management are already carving out a distinctive niche for themselves in the wealth-management...

A message of financial risk management

David Ryan, CFP • Indian Harbour Beach, FL JD Bowen Financial Group • LPL Financial Read full biography below It is fitting that David Ryan’s successful career as a financial professional at JD Bowen Financial Group has taken shape on the Space Coast of...