We talk a lot about using segmentation to help define your current client base as well as to prioritize your prospects. We think that segmenting an audience is key to making sure that you can deliver the right message to the right user thus optimi
We get great feedback from our advisor clients, for which we are grateful. One area of feedback related to data that we’ve heard quite often is interest in education and employment ba
If you understand the people caught up in the 'Great Wealth Transfer'—if you align your outreach with their habits and goals—you can position yourself to grow with them in the years to come. By Yelena Melamed, Head of Products and Co