 Segmenting your client base is the exercise of choosing a set of client characteristics and then targeting service specifically to that group.”AccountingWeb. |
Client Segmentation Saves Time and Money
Tom Coyle | Financial Advisor IQ, November 2013
Read the article online >
Summary: Though some financial advisors seem to fear that segmenting their client bases means turning people into numbers or relegating otherwise valued customers to inferior-service quadrants, AccountingWeb says it’s in fact a way to increase efficiency and enhance client service.
Be the first to comment on this Article
