Happy spring, everyone!

It’s been quite a winter, and I think we’re all ready for a fresh season and the opportunities that come with it. In the spirit of spring cleaning — and after April 15, of course — this is a great time to consider a refresh of your book of business.

Every advisory practice has a mix of A, B, and C tier clients. Take a moment to ask yourself:

• Are your top clients clearly defined?
• Are your service levels aligned with revenue?
• Do any households receive A-level service at C-level revenue?
• Are there relationships that should be upgraded, systematized, or transitioned?

Clear segmentation protects your time, improves profitability, and creates capacity for growth.

Beyond ranking accounts by assets, client segmentation also evaluates revenue contribution, service needs, complexity and long-term value so that you can group households into defined service tiers.

If you’re not sure where to start, the AdviceWorks Reporting & Analytics Dashboard provides excellent data to help you evaluate your book. Our Prosperity data team can also run additional practice analysis reports for you. In addition, many advisors with production over $500k have had great success working with Amanda Jarvis at Cetera on client segmentation strategies.

We’re here to support you — just let us know how we can help. As they say, the hardest part is getting started.

Wishing you a strong and productive spring,

Angela

Prosperity Fall Forum 2026

Mark your calendar for the Prosperity Fall Forum on September 29, in Kansas City. This full-day event will bring together Prosperity Network advisors for a day of learning, collaboration, and meaningful connection.

We will share additional details in the coming months, and look forward to gathering for an engaging and impactful Prosperity Fall Forum!

Prosperity Peer Forum Calendar

Mark your calendars for the remaining 2026 Peer Forum webinars!

We have an outstanding lineup planned this year, with sessions scheduled more frequently than our usual every-other-month cadence.

Check out the full schedule by HERE!

CFP Competency Standards Updates

Do you currently hold the CFP designation? Or are you considering obtain the CFP designation in the near future? 

Additional resources available HERE!

New Members PIN

We update the PIN for the Members section of our website annually. This section contains information such as the network member directory, practice library, communications, and more! The new PIN is 5681.