Brett Davidson, chief executive of FP Advance, says client segmentation can improve customer service and your business's bottom line
One of the keys to increased profitability is better client management; that is, working with the most profitable clients within your client base. Most advisers will readily admit that too often they are...
'People miscalculate how much they need'
Information request by AJ Bell
Could lose 97% of investment
'Document your conversations'