Ben Russell, Business Solutions Consultant, Business Intelligence
Ben Russell is a business solutions consultant at Commonwealth. With the firm since 2017, Ben helps transform data analytics into tools, resources, and information to assist advisors and their firms with strategic planning, human capital, organizational scale, profitability, growth, succession, and acquisition initiatives. Ben earned a BS in finance from the University of New Hampshire and a master's in quality systems management from Cambridge College. He currently holds his FINRA Series 7 and 66 securities registrations.Information about securities-registered professionals may be found at FINRA BROKERCHECK.
From Strategy to Action: Building a Client Segmentation and Service Model
Does it feel like you and your staff are at capacity? Segmenting clients and mapping out services to deliver to each tier can help you redirect your energy toward the right people and activities—and create room for growth.