Blog - Client Segmentation

Best of 2014: Is Your Competition Using A Client Segmentation Strategy?

January 13, 2015 By Signator Investors

It's not always easy finding new clients to work with as a financial advisor. Especially since you may not be the only financial advisor competing for the same prospects. But if you can find a way to deliver a superior tiered service offering driven by a client segmentation strategy, you can dramatically improve your chances of success.

Financial Advisors: Is Your Competition Using A Client Segmentation Strategy?

August 26, 2014 By Signator Investors

It's not always easy finding new clients to work with as a financial advisor. Especially since you may not be the only financial advisor competing for the same prospects. But if you can find a way to deliver a superior tiered service offering driven by a client segmentation strategy, you can dramatically improve your chances of success.

Client Segmentation: There Is More Than One Way To Rank A Client

August 19, 2014 By Signator Investors

The act of segmenting or grouping clients via a scoring or ranking methodology is the most important step towards implementing a tiered customer service offering. Here's how to do it successfully.

Client Segmentation Requires Planning First

August 12, 2014 By Signator Investors

There are many tasks that have to be completed before you are ready to utilize a client segmentation strategy. Here's how to get started.

An Introduction To Client Segmentation For Financial Advisors

August 5, 2014 By Signator Investors

Segmenting is a natural extension of defining your target market. Here are some simple strategies to help financial advisors define and refine their target audience(s).

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