Niche clients at financial planning firms | Financial Planning
In a crowded market, aiming to serve clients in a specialized area can help advisors differentiate themselves from the pack.
Source: financial-planning.com
Page 3 - Client Acquisition News Today : Breaking News, Live Updates & Top Stories | Vimarsana
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Top News In Client Acquisition Today - Breaking & Trending Today
Cohen & Co. adds the most SEC clients in Q1 2023
The Cleveland-based Top 50 Firm netted 10 new clients thanks to a recent acquisition.
Source: accountingtoday.com
The future of acquisition marketing
The world of marketing has been significantly shaken up. For already regulated industries like financial services, insurance and telecommunications, marketers must adapt to massive changes and challenge the status quo of acquisition to meet their goals.
Source: americanbanker.com
Cresset, Carson Group and Emigrant Partners hire executives
Jenny Souza, Jen Abboud-Smith and Liz Nesvold respectively took over newly created roles and the CEO post at a major investor in the industry.
Source: financial-planning.com
In the blogs: Game plans
Retention, pricing; the cost of losing incentives; AI as biz advisor; and other highlights from our favorite tax bloggers.
Source: accountingtoday.com