![Client Segmentation for Wealth Management Firms [Guide]](https://www.figmarketing.com/blog/wp-content/uploads/2021/12/BLOG-12.28.21-SegmentClients-Header-1170x682.png)
Updated June 23, 2022, at 3:39 PM
Most wealth management advisors pride themselves on providing excellent service to all their clients, regardless of their level of wealth.
However, an advisor with a mature book of business who wants to remain profitable without burning the candle at both ends needs to develop a more pragmatic approach.
Enter the art of client segmentation for wealth management.
If you search online, there’s an unending list of financial industry-related seminars and conferences – Michael Kitces provides a master list of top financial advisor conferences that’s regularly updated. If you’re attending…
Picture this: Your firm is having the best year ever. You’re fully staffed. Referral business is good. You walk into your office and the team greets you with smiles and an enthusiastic…