Client segmentation – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 08 Feb 2024 18:47:34 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Client segmentation – Investment Executive https://www.investmentexecutive.com 32 32 Calculate the capacity of your practice https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/calculate-the-capacity-of-your-practice/ Mon, 12 Feb 2024 05:07:00 +0000 https://www.investmentexecutive.com/?p=479827 Segmenting your clients by revenue rather than assets can provide valuable insights

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]]> More tough love for advisors https://www.investmentexecutive.com/inside-track_/ellen-bessner/more-tough-love-for-advisors/ Wed, 01 Feb 2023 20:00:22 +0000 https://www.investmentexecutive.com/?p=459562 No matter where you are in your career, compliance requirements are a must

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]]> Wealth firms woo doctor clients https://www.investmentexecutive.com/newspaper_/news-newspaper/wealth-firms-woo-doctor-clients/ Tue, 19 Apr 2022 04:04:00 +0000 https://www.investmentexecutive.com/?p=442474 Four years after Scotiabank acquired MD Financial, banks and indies still compete for physicians

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]]> Serving fewer clients can lead to a big payoff https://www.investmentexecutive.com/inside-track_/ellen-bessner/serving-fewer-clients-can-lead-to-a-big-payoff/ Mon, 04 Apr 2022 19:00:57 +0000 https://www.investmentexecutive.com/?p=442007 Focus on a target market and meet your regulatory obligations

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]]> How to prioritize the time you spend with clients https://www.investmentexecutive.com/building-your-business/practice-management/how-to-prioritize-the-time-you-spend-with-clients/ Mon, 02 Dec 2019 15:56:23 +0000 https://www.investmentexecutive.com/?p=391650 Segmenting your book can help you serve clients better

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]]> Offer “frequent flier” service https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/offer-frequent-flier-service/ Fri, 22 Dec 2017 05:50:00 +0000 https://avatar.investmentexecutive.com/uncategorized/offer-frequent-flier-service/ 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

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]]> How client segmentation can destroy your brand https://www.investmentexecutive.com/building-your-business/practice-management/how-client-segmentation-can-destroy-your-brand/ Tue, 26 Sep 2017 19:25:00 +0000 https://www.investmentexecutive.com/uncategorized/how-client-segmentation-can-destroy-your-brand/ Jim Ruta cautions that segmenting clients can harm your reputation and your brand

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]]> Segment your clients based on demographics https://www.investmentexecutive.com/building-your-business/practice-management/segment-your-clients-based-on-demographics/ Tue, 29 Mar 2016 16:10:00 +0000 https://www.investmentexecutive.com/uncategorized/segment-your-clients-based-on-demographics/ Focusing on a particular group helps you manage resources more efficiently

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]]> Client segmentation: The technology evolution https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/client-segmentation-the-technology-evolution/ Fri, 11 Dec 2015 05:00:00 +0000 https://www.investmentexecutive.com/uncategorized/client-segmentation-the-technology-evolution/ 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 […]

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]]> The ABCs of segmenting your book https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/the-abcs-of-segmenting-your-book/ Fri, 11 Dec 2015 05:00:00 +0000 https://www.investmentexecutive.com/uncategorized/the-abcs-of-segmenting-your-book/ As changes in technology affect the ways we organize and communicate with our clients, the objectives of segmentation — efficiency and productivity — remain the same

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