"Client segmentation just sounds like meaningless jargon to me. What does it really mean for financial advisers and how can it benefit our businesses?"
brett davidson, Fp advance In my old IFA business in Sydney, we resisted client segmentation because we just couldn't see the benefits. It was only after we had segmented our client base, however, that we understood it was the single most important thing we ever did. Have you ever had a broker consultant from a provider come to see you at your office and realised about five minutes into the meeting that they are going to talk about something that has no relevance to your business whatsoever? This could be avoided by the provider identifying who is actually working in the market that their...
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