As organic growth through enhanced marketing and more effective client retention becomes a priority for wealth management firms, client segmentation is becoming an area of increasing importance. To find out about advisors’ and managers’ attitudes toward and experience with client segmentation, Wealth Management IQ in partnership with BNY Mellon | Pershing recently conducted an in-depth survey of advisors.
This webinar will present the highlights of the latest research, discuss its implications, and offer insights into what advisors and firms will need to know to make more informed decisions about segmenting clients and prospects.
Specifically, the webinar will cover:
- The key benefits of implementing client segmentation
- Segmenting clients: Why is it so challenging?
- Five key segmentation parameters
- How technology is used in segmentation efforts
- Does segmentation really work?
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.
Produced by WMIQ
Sponsored by
David Armstrong - Moderator
Executive Content Director
Wealth Management | Informa Connect
Kristin Letourneau, PhD
Vice President, Research
Informa Engage
Janet Kelly
Director
BNY Mellon | Pershing
