
Sign up to save your podcasts
Or


Client segmentation is the process by which you divide your clients up based on common characteristics (such as demographics or behaviors) so that you can serve those clients more effectively. However, client segmentation doesn't always work in the advisory industry. In fact, it highlights another issue altogether: a failure to define your niche. So, in this episode, Micah and Matthew will be sharing the problems that develop when you start segmenting clients and what you can do to provide massive value instead.
You can find show notes and more information by clicking here: https://bit.ly/3H0xqIc
By Matthew Jarvis, CFP® & Micah Shilanski, CFP®4.8
458458 ratings
Client segmentation is the process by which you divide your clients up based on common characteristics (such as demographics or behaviors) so that you can serve those clients more effectively. However, client segmentation doesn't always work in the advisory industry. In fact, it highlights another issue altogether: a failure to define your niche. So, in this episode, Micah and Matthew will be sharing the problems that develop when you start segmenting clients and what you can do to provide massive value instead.
You can find show notes and more information by clicking here: https://bit.ly/3H0xqIc

518 Listeners

199 Listeners

2,342 Listeners

943 Listeners

288 Listeners

797 Listeners

2,020 Listeners

255 Listeners

2,145 Listeners

934 Listeners

246 Listeners

339 Listeners

126 Listeners

133 Listeners

139 Listeners