Wednesday, January 3, 2024 at 10 am EST
Are you a financial advisor looking to streamline your client acquisition and retention strategies for scalable growth? One of the most effective ways to achieve this is by segmenting your client list. Join our insightful webinar, where Eric Brotman, CFP®, and Amanda Pancake will guide you through the process of segmenting your clients strategically to optimize your marketing efforts, enhance client experiences, and drive sustainable growth for your financial advisory practice.
In this engaging webinar, you will learn how to divide your client base into distinct segments based on common characteristics, needs, and preferences. Our experts will share proven methodologies and practical techniques for effectively segmenting your client list, enabling you to tailor your services, communication, and marketing initiatives to each segment’s specific requirements.