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.

Matching prospect personalities to advisor strengths

by Proactive Advisor Magazine | Aug 6, 2015 | Practice management

Build relationships and practice through college planning

by Proactive Advisor Magazine | Jul 16, 2015 | Practice management

Higher education for college planning

by David Wismer | Jul 9, 2015 | Advisor perspectives

Drill down on prospect biases

by Proactive Advisor Magazine | Jul 9, 2015 | Practice management

A millennial’s perspective

by Nick Halle | May 7, 2015 | Industry insights

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