Client Segmentation Is Not Evil

13/07/2021
Client Segmentation  Is Not Evil

Listen "Client Segmentation Is Not Evil"

Episode Synopsis

It’s not personal, it’s strictly business. Many RIAs struggle with profitability when they attempt to “be all things to all people,” which forces them to offer a wide range of services to clients of all shapes and sizes. As we have previously written, if you begin by defining your ideal client, your focused service offering will […]
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