BLOGS. December 22, 2025
Static vs. Dynamic – Are You Missing Real-Time Client Opportunities?
Is your advisor segmentation model a dusty old file, or a real-time roadmap? For years, asset management distribution and marketing teams have relied on static segmentation; a fixed way of grouping clients based on broad criteria like their firm/channel-type, total Assets Under Management (AUM) or a general production (sales) bracket.
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BLOGS. December 17, 2025
How Asset Managers Are Evolving to Grow and Retain Insurance Clients
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