Accounting Firms Rank Content-Based Offerings and Relationships as Most Successful Lead-Generation Strategies
By Art Husami, EA, CFP®, CIMA®, Husami and Associates
In a perfect world, our clients would choose one advisor to manage all their financial matters.
But it’s a fact of life that many clients spread their money around and work with multiple advisors. According to Aite Group, only one of every three clients turns over all of their assets to a single wealth manager.
By Alan Zabloudil and Rion Walker, Equity Traders, 1st Global
By Nate Biddick, CFP®, Manager of Practice Consulting Group, 1st Global
Every business in the world runs into the same problem: limited resources. The choices businesses make in applying those resources are paramount to determining the level of success you can reach in your business.
When it comes to running a successful CPA firm or wealth management practice, effectively segmenting your client base is a crucial first step in maximizing the resources and efficiencies of your operation.