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Charles Paikert

Charles Paikert has been writing about the financial advisory industry since 2004. Paikert has been an editor for Investment News and Financial Planning and currently contributes to Family Wealth Report, RIABiz and Barron’s. He has also written about the industry for The New York Times and Reuters and has moderated panels at numerous industry conferences, including Schwab IMPACT and Invest. Paikert is the co-author of Madness: The Ten Most Memorable NCAA Basketball Finals.

Blog Feature

Client Segmentation  |  Financial Advisors  |  Investment Advisors  |  Wealth Management

Client segmentation for financial advisors: How to implement

Advisory firms are moving beyond the traditional classification of clients by their assets and the revenue they generate.

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Blog Feature

CRM  |  Financial Advisors  |  Investment Advisors  |  Wealth Management

Client segmentation for financial advisors

Client segmentation can dramatically enhance an RIA’s efficiency, profitability, growth and client satisfaction.

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Blog Feature

Financial Advisors  |  Leadership in Wealth Management  |  Wealth Management

Best business books for financial advisors

One quality of financial advisors that I admire is that they are avid readers, always looking for the next bit of inspiration and insight to benefit their practices.

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Blog Feature

Financial Advisors  |  Investment Advisors  |  RIA  |  Wealth Management

5 mistakes financial advisors must avoid

As a fiduciary, nothing is more important to you than helping people with their financial lives. But does your practice need some help too?

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Blog Feature

Financial Advisors  |  Investment Advisors  |  RIA  |  Wealth Management

5 important lessons for financial advisors

I spent the last several weeks speaking with successful financial advisory firms.

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