Are you satisfied with the book of business you've built? Or would you still like to grow it?
The answer might not be finding more households, but finding the right households.
"The Financial Adviser's Guide To Segmenting Your Book Of Business To Work Smarter" delivers practical, easy-to-implement suggestions to help you segment your book two different ways, offer ideal service levels, locate additional assets, and create a campaign to help make you indispensable to your clients.