Psychographics can help you understand why clients would be interested in certain products or financial plans, so you can better serve them — and ultimately build a more profitable practice.
Sending email newsletters to clients is a cost-effective method of permission-based marketing that allows you to connect with clients and prospects throughout the year. But are you getting the most out of your newsletters?
Continue reading “Advisors: Segment Your Client Lists for Better Engagement”
Douglas Warren is a co-founder of Walmer Road Writing. He’s a corporate writer with expert knowledge of financial markets, economics, insurance and commercial real estate.