Segmenting your clients by revenue rather than assets can provide valuable insights
No matter where you are in your career, compliance requirements are a must
Four years after Scotiabank acquired MD Financial, banks and indies still compete for physicians
Focus on a target market and meet your regulatory obligations
Segmenting your book can help you serve clients better
Although legacy airlines have been known to treat their average customers atrociously, there is a lot to be learned from the service they offer their top customers
Jim Ruta cautions that segmenting clients can harm your reputation and your brand
Focusing on a particular group helps you manage resources more efficiently
Although the strategy behind client segmentation is unlikely to change, technology undoubtedly will affect the way clients are served. Improving service to those clients in lower tiers will not be difficult, says April-Lynn Levitt, coach with The Personal Coach in Oakville, Ont., because there is much room for improvement: “A lot of those clients aren’t […]
As changes in technology affect the ways we organize and communicate with our clients, the objectives of segmentation — efficiency and productivity — remain the same