How to manage portfolio after Retirement

grow-ktlogin By grow-ktlogin
November 13, 2020

Friday, Nov 13 2020 Source/Contribution by : NJ Publications Retirement period is considered to be a new beginning for an individual. It is the time to unwind and pursue hobbies which you were not able to pursue due to lack of time during your working life. Your post retirement period can be the most relaxing

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Client Segmentation – An Important Aspect of Practice Management

grow-ktlogin By grow-ktlogin
November 10, 2020

Tuesday,Nov 10 2020 Source/Contribution by : NJ Publications Client Segmentation is widely acknowledged as a successful marketing and business strategy and is implemented across business lines. When an advisor starts his business, the client acquisition and service approach is random. We want to get maximum clients on board, get as many investments as we can,

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