04: Client Segmentation - What it is, What it isn't, and Why you'll need it

Advisor Elevation

English - October 15, 2018 16:33 - 1 hour - 84.6 MB - ★★★★★ - 27 ratings
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Previous Episode: 03: How to Competitor Proof your Best Clients with Steve Phillips of Advisor Protocol

Next Episode: 05: The Best Strategies to Market a Financial Practice with Mark Mersman

In this episode of Advisor Elevation, Matt Eilers takes a deep dive into Client Segmentation. Learn the in's and out's of what it is, how to do it, and all of the steps needed to get it done right. Also, Matt reveals the startling statistics about how much your worst clients are actually costing you!