Mar '23 (edited) in Business - Processes
Client Segments
I'm curious what client segmentation systems people are using. Please also comment to share info about what's (not) working, how/when you make exceptions to your system, etc.
Segment by AUM
Segment by revenue/profitability
Segment by referral value
Segment by demographics (stage of life, age, working/retired, family situation (married, kids, etc.))
Other (describe in the comments)
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9 comments
Client Segments
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