The more people learn about the success of FIAs, the more they seem to want to purchase them—2024 is on pace for another record!
client segmentation guide
You would not recommend the same financial plan to any two of your clients, so why treat them the same in your work routines? If your clients have different needs, then it makes sense to allocate your time and resources to them differently. Your daily work routine should seek to balance the exchange of what you give to your clients and what your practice receives from them. Download our comprehensive guide to learn how to segment your clients to better suite your business needs.
Master Your Marketing: Expert Guides to Boost Your Business
Our meticulously crafted marketing guides offer valuable insights, proven strategies, and expert advice to help you reach your target audience, establish your brand, and attract and retain clients. From leveraging digital platforms to optimizing your online presence, our guides cover a wide range of topics, empowering you to stay ahead of the curve and maximize your business growth potential.
HIGHLIGHTS FROM OUR 19TH ANNUAL SUPER CONFERNCE IN DALLAS, TEXAS
More than 150 premier advisors from across the nation convened at the esteemed Gaylord Texan in Dallas, Texas, immersing themselves in a dynamic weekend brimming with cutting-edge marketing strategies, invaluable sales insights, and unparalleled networking opportunities.
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