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segmenting clients

    Client Segmentation Guide for Wealth Management Firms
    Business Development

    Client Segmentation Guide for Wealth Management Firms

    written by FIG Marketing

    Updated March 21, 2022, at 3:55 PM

    Most financial 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.

    Continue Reading
    Client Segmentation Guide for Wealth Management Firms was last modified: March 21st, 2022 by FIG Marketing
    December 29, 2021
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FIG Marketing ElevateU Charlotte - June 2022

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