Updated June 26, 2025, at 4:22 PM
Client segmentation opens the door to new opportunities for financial advisors. But segmenting clients is more than just categorizing people into boxes. It allows financial advisory firms to learn about clients on a deeper level to optimize the service they receive.
Capitalizing on proper client segmentation creates extraordinary client experiences and streamlines communication and support so you can continue to focus on your firm’s growth. And as they say, the proof is in the pudding.
According to a Fidelity Advisor Community Segmentation Study, the dichotomy is stark between firms that have a client segmentation strategy in place and those that don’t.