Every advisory firm we work with swears blind they have their client segmentation in order. Our experience suggests otherwise – in fact not once, ever have I been into a firm that had this nailed.
Even the firms that have taken some steps in the right direction are not extracting full value from the effort they've made. Our data shows that firms that segment their client base to stage 1 increase profitability by 154% over firms with no segmentation strategy. However, take this onto stage 2 and stage 3 using some more advanced segmentation strategies (which we’ll show you in the webcast) and you can increase business profitability by 515%. That’s just got to get your attention.
Tune in to our upcoming adviser webcast to find out:
•What genuine segmentation looks like
•How to take it two steps further than most of your competitors have done
•New ways to extract more referrals, achieve better marketing results and increase average fees per client
The information in this webcast is easy to understand, completely implementable and delivers results proven through our industry research and coalface experience.