OAKS, PA--(Marketwired - Sep 9, 2014) - A growing number of financial advisors believe that client segmentation is a valuable and viable marketing strategy to build a more specialized client base, ...
LONDON--(BUSINESS WIRE)--Quantzig, a global analytics solutions provider, has announced the completion of their latest customer segmentation study on the banking industry. A leading banking sector ...
Charles Schwab issued a report today that examines how independent registered investment adviser (RIA) firms can benefit from segmenting their client base and offers strategies on how to going about ...
Consumers expect a personalized marketplace. But why is it that retail and service businesses are comfortable categorizing their grocery stores and hotels, while we in the financial-advice industry ...
LONDON--(BUSINESS WIRE)--The telecom industry continues to grow at a steady pace. However, many telecom companies are struggling to make the most of these opportunities. Our industry experts analyzed ...
Most coaching and consulting companies will tell you that one of the first things you need to do is look at who your clients are from an AUM/GDC perspective. Once this is done, then you need to ...
In today’s rapidly changing business landscape, accounting firms face the challenge of evolving to meet diverse client needs while maintaining a competitive edge. With this in mind, successful client ...
Traditional client segmentation? That’s so 15 years ago. That was one of the takeaways from a presentation yesterday by Michael Nathanson, the CEO of Focus Financial, at this year’s Schwab IMPACT ...
Using more finely tuned approaches to customer segmentation remains an untapped opportunity for many advisors, new research shows. A survey of 391 advisors has found that only 14 percent of ...
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