“Segmenting is the crucial first step in the strategic marketing process. All customers are not the same.” —Joanne Scheff Bernstein
Know who contributes to your profitability by conducting a detailed assessment of your book and your clients. We describe exactly how to formally segment your book, analyze the results, and develop a structured client contact plan.
A client segmentation analysis will identify:
How can I enhance the value of segmentation? Have an in-depth understanding of:
Client segmentation analysis can be used as a starting point for determining team workload and can also be used to develop client costing and profitability.
David I. Leo, Formal Book Segmentation Snippet 3
David Leo is Founder of Street Smart Research Group LLC. He is an author, speaker, coach, consultant, and trainer to financial professionals. David is an experienced business manager who works solely with Financial Advisors, Planners and firms who want to organize, structure & grow their businesses by attracting, servicing, and retaining affluent clients.
If you have questions or would like assistance in personalizing and implementing approaches from The Financial Advisor’s Success Manual, schedule a free 45 Minute Strategy Session at https://calendly.com/davidileo or contact me at David@CoachDavidLeo.com or visit my website at www.CoachDavidLeo.com
My book is available at Amazon at https://www.amazon.com/Financial-Advisors-Success-Manual-Structure/dp/0814439136