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2022 Marketing Opportunities, Client Segmentation and Business Planning

Every week, we bring you a curated list of must-read articles geared towards helping you grow your investment advisory practice. Industry veteran Kristan Wojnar uses her vast experience to handpick these articles after conducting thorough research. If you are looking for the right guidance to grow your practice, follow our Practice Management Channel.

We are kicking off the new year strong and looking at the topics of marketing opportunities, client segmentation and business planning. Our first piece this week looks at the biggest marketing opportunities for advisors. Our next piece explores the importance of client segmentation, and our final piece provides us with business planning tips.

Wondering what the biggest marketing opportunities are for this year? Then, look no further. This webinar replay highlights the biggest marketing opportunities for financial advisors in 2022 based on top wealth management trends.

Client segmentation preserves your resources and grants you capacity to move in a positive direction both fiscally and mentally. Check this piece out to learn why clarifying and limiting your clients will help you grow your business this year and beyond.

The new year may be inspiring you to create a business plan for the first time or prompting you to revisit and refine your current plan. This video will provide you with 3 tips to help you develop your business plan, as well as when you may need to pivot your strategy.

Don’t forget to check out our full list of Target Date Funds while designing retirement solutions for your clients.