Middle income clients need your help more than ever. And creating a plan for serving them can help you grow your business and as you play an important role in our nation's economic recovery. In today's webinar, Kevin Condon, executive vice president of Advisor Services for MyFinancialAdvice Inc., explained why you should serve middle income clients and what changes you'll need to make in your business to best serve this lower-margin market segment.

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Segment Your Clients To Become More Profitable
To better serve the differing needs of your clients and effectively manage your time, you need to segment your clients. You shouldn't be spending 80% of your time on 20% of our lowest-margin clients. If you want to advance your business, you need to recognize this and develop a plan to best manage your time and adapt your client service model accordingly.

In this webinar, Scott Cohen of Focus Partners will show you how to best do that. Focus Partners provides practice management program design services that help individuals and teams of financial advisors take their businesses to the next level. Through their coaching process, the firm leverages existing strengths to build and implement a personalized transformation plan for your business.

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