Keith Pangertitsch

Segment your clients

By Keith Pangertitsch |May 23, 2012

5 min read

The key to successful segmentation is a thoughtful analysis of your business, smart selection of clients, and a viable service platform to ensure clients who aren’t on your A-list don’t fall through the cracks. It used to be only a few firms had advisor report cards that outlined a book’s profit and client details.

By Keith Pangertitsch |September 9, 2011

5 min read

Industry

How to segment your clients

By Keith Pangertitsch |August 1, 2011

5 min read

Planning and Advice

Becoming the next superstar advisor

Anyone with kids knows pop star Justin Bieber was discovered via YouTube. Before long, his songs were getting millions of hits from a growing fan base and he was courted by Justin Timberlake and Usher at age 12. When I was 12, I wasn’t even courted by girls with pigtails.

By Keith Pangertitsch |March 1, 2011

5 min read

Planning and Advice

Easy ways to enhance your business

I really did plan to eat healthier this year but after hanging out at my friend’s party a few weeks ago, I realized it’s tough to change your ways when hot wings, beer, chips and pizza keep calling your name — followed by the eventual moan from heartburn.

By Keith Pangertitsch |February 15, 2011

6 min read

Industry

Preparing for the retirement wave

Timing is everything. This is especially true when it involves clients and our business. For instance, we all know the benefits of having clients who invested with us at just the right time. Those clients who started with you in the first quarter of 2009 likely think you’re pretty smart, regardless of whether you put them into stocks or bonds. Conversely, those who signed on in the first quarter of 2008 are likely less pleased.

By Keith Pangertitsch |January 12, 2011

6 min read

Planning and Advice

Aging entrepreneurs ponder retirement

I was thinking about transitioning wealth while watching Godfather II the other day. Mafia kingpin Michael Corleone was commenting on his elderly rival Hyman Roth: “He talks to me as a son; as his successor . . . but the old man thinks he’ll live forever.” Anyone who’s known an ambitious hard working business-owner friend, […]

By Keith Pangertitsch |January 1, 2010

5 min read