The Financial Advisor’s Edge Podcast

Using client segmentation to scale your business and supercharge your growth


Listen Later

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim, Gregg, and Brad dive into the world of client segmentation and how to deploy it to scale and grow your business. 

Visit our website at:  www.thefinancialadvisorsedge.com

 

Join us at the:  eliteadvisorlab.com

...more
View all episodesView all episodes
Download on the App Store

The Financial Advisor’s Edge PodcastBy Jim Martin, Gregg Gonzalez, & Brad Warhurst - Rainmakers

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

61 ratings