Service Segmentation · RIA Operators

Service Segmentation

We are a fast growing firm and want to ensure we continue to provide white-glove service for our clients. However, we recognize that our service model needs to be adjusted for our lower-tiered clients. We send targeted blast emails based on niche tag groups (low-tiered clients with 529 accounts for education funding email), but was wondering what other RIAs have done to create automation for servicing this client segment.

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