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.

Adding value for clients through customized financial planning

by David Wismer | Mar 14, 2018 | Advisor perspectives

Why it’s smart to focus on female clients

by Katie Kuehner-Hebert | Mar 7, 2018 | Industry insights

Disciplined financial guidance with a human touch

by David Wismer | Mar 7, 2018 | Advisor perspectives

Personal connections foster strong client relationships

by David Wismer | Feb 28, 2018 | Advisor perspectives

Personalized financial-planning services for union members

by David Wismer | Jan 17, 2018 | Advisor perspectives

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