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

Capitalizing on niches

Capitalizing on niches 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 have carved out a distinctive niche for...

Committed to clients’ personal success

Committed to clients’ personal success Committed to clients’ personal success Mira Mizrahi, CFP • Whippany, NJ Diversified Financial Consultants LLC • LPL Financial Read full biography below Proactive Advisor Magazine: Mira, talk about your background...