Why client segmentation is generally a bad idea—and what to do instead. <a href= "https://bit.ly/3gJ4ZTD">https://bit.ly/3gJ4ZTD</a>

Why client segmentation is generally a bad idea—and what to do instead. https://bit.ly/3gJ4ZTD

Why client segmentation is generally a bad idea—and what to do instead. <a href="https://bit.ly/3gJ4ZTD" rel="noopener noreferrer">https://bit.ly/3gJ4ZTD</a>

Follow Up Friday - Client Segmentation

Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success.

Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office.

Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel.  Tune in and transform your advisory practice into a powerhouse of success.

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Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office. Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.

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Follow Up Friday - Client Segmentation

Follow Up Friday - Client Segmentation

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