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Is Your Practice Growing or Stalling?

Practice Management Solutions Newsletter - June 2016 Practice value growth is directly related to client segmentation. Client segmentation is the term we’re all familiar with, yet the majority of advisors have far too many “C” and “D” clients knowing that they are no longer the right fit for the firm. Service Impacts Revenue Surely a way [...]

Keeping Your Clients Happy?

Practice Management Solutions Newsletter - April 2016 Managing hundreds of advisory clients and keeping your clients happy is not easy job, but if you are only talking to clients once or twice a year, don’t take the lack of communication for granted. Scheduling face to face or phone meetings every 6 to 12 months could [...]