Client Segmentation | Proactive Advisor Magazine

Active investment management’s weekly magazine for fee-based advisors

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

Guiding clients toward financial freedom

by David Wismer | Jun 24, 2020 | Advisor perspectives

A disciplined, referral-based business model

by Proactive Advisor Magazine | May 20, 2020 | Practice management

Addressing the complex financial-planning needs of professional athletes

by Proactive Advisor Magazine | May 6, 2020 | Practice management

Addressing the retirement-planning needs of union members

by Proactive Advisor Magazine | Apr 8, 2020 | Practice management

Personal attention to the distinct financial needs of each client

by David Wismer | Apr 8, 2020 | Advisor perspectives

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