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Business Development

    Effectively Segment Your Book of Business
    Business Development

    Effectively Segment Your Book of Business

    written by Shawn Sigler

    Spring cleaning jokes are corny and I am sure you are already tackling your personal cleaning list. But when it comes to your business, a little organization could help you build stronger relationships and ultimately grow your book of business.

    A good marketing organization should be able to help you identify new opportunities within your existing book of business.  Consider doing this, or having someone in your office complete this exercise for you:

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    Effectively Segment Your Book of Business was last modified: December 17th, 2018 by Shawn Sigler
    March 10, 2016
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  • Business Development

    5 Things Established Advisors Are Doing BEFORE Retirement or Selling Their Businesses

    by Nicholas Ross March 7, 2016

    “Time flies”.  It is common verbiage amongst most humans, and especially prevalent with financial services professionals.  Whether sole practitioner, or leading a team of multiple advisors, time spent on the business often…

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