Episode 15. Why an advisor must segment their book of business, yet most don’t

Jun 3, 2022

If you’re like most of the advisors we know then you have a heart of service. You want to take care of the clients who have entrusted you with their financial decisions. But how do you serve those clients well?

Is there a way to segment your clients and still provide great service to all of them?
Will clients get upset if you provide different levels of service?
How will segmenting your book help or hurt your staff?
What do you use to create different segments?

Find out the answer to those questions and many others in this episode.


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