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Client Segmentation [Episode 139]
Season 2 · Episode 139

Client Segmentation [Episode 139]

The Perfect RIA · Matthew Jarvis & Micah Shilanski

February 14, 202224m 45s

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Show Notes

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