![Client Segmentation for Wealth Management Firms [Tips to Get Started]](https://i2.wp.com/www.figmarketing.com/blog/wp-content/uploads/2021/12/BLOG-12.28.21-SegmentClients-Header.png?resize=1170%2C682&ssl=1)
Updated September 20, 2022, at 1:31 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 for wealth management.