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Fixed income news, reports, video and more.
Municipal bonds news, reports, video and more.
Practice management news, reports, video and more.
Portfolio management news, reports, video and more.
Retirement news, reports, video and more.
Learn from industry thought leaders and expert market participants.
Every month, we bring you a curated list of must-read articles geared towards helping you grow your investment advisory practice. Industry veteran Kristan Wojnar uses her vast experience to handpick these articles after conducting thorough research. If you are looking for the right guidance to grow your practice, follow our Practice Management center.
We are tackling the subjects of client segmentation, assessing your website and creating a marketing plan. Our first piece this week looks at the importance of client segmentation. Next up is a piece that helps you to assess whether or not your website is worthless. Our final piece this week overviews how to create a marketing plan for your business.
How do you segment your clients? This is a great piece that discusses why limiting your business ultimately helps it to grow.
Is your website worthless? Check out this thought-provoking piece that may help you identify if your website is worth it.
Do you have a clear marketing plan? This piece highlights the essential elements that should be included.
Don’t forget to visit our News section to catch the latest updates.