Customer Segments for Financial Advisors

The importance of personalization in marketing cannot be over-emphasized. Research from Bold Collective shows that 80% of people will do business with a brand that offers a personalized experience. Data from Evergage also shows that 99% of marketers believe personalization advance customer relationships. Today’s customers want to do business with Read more…

Do Financial Advisors Need to Niche Down?

Technological advances have made the world a global village where businesses can now access markets beyond their immediate location. While this globalization has been the key to many businesses’ growth, it has led to intense competition. Many people have seen their “local monopoly” eroded by more intense international competition. Financial Read more…