The Whole Truth: For Financial Advisors

03 Foundations of Service #2 - What is a Service Matrix?


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Building on client segmentation from the last episode, Kurt and Steve introduce the idea of a service matrix - how you can service segments of clients differently. They talk about different types of client touches, including formal review, digital communication, client events, and more.

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The Whole Truth: For Financial AdvisorsBy Touchstone Investments