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.


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.


Ralph S. | Senior Advisor

“Your organization means a great deal to me. I truly appreciate your clear motives and Godly principles. You all did a tremendous job and I’m excited for a fresh start.”

Randy & Peggy F. | Advisors

“We’ve had some FMO’s hunting us down and we told them there’s no way we are leaving Tucker (especially with these annual conferences you put on). We love you guys so much and everything you guys stand for.”


Marcus B. | Senior Advisor

“Words cannot say enough – thank you.” “You’re family.”


Leon J. | Senior Advisor

“Hey Adam, The conference was very informative and well done. Pulling that off with technology isn’t easy and it all went very smooth. It’s always a great reminder of the services Tucker offers to us reps. It’s great having partners who are out there doing the job and facing what we’re facing. You guys help me help people. Very grateful for that!  You’ve been a huge help to me as well and always look forward to talking to you. Tell Karlan, Jason and Justin Thank you for me.”




Your powerhouse for advisor tools and marketing solutions

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