19min chapter

Financial Advisor Success cover image

Ep 374: Turning Your Marketing Loss Leader Into A Positive Revenue Diversifier By Getting Clear About The Value with Dianne Nolin

Financial Advisor Success

CHAPTER

Creating Client Segments and Personalized Experiences

The chapter delves into the importance of client segmentation, emphasizing the need to treat top-tier clients uniquely through exclusive events and experiences. It discusses the fear and concerns advisors may have when organizing special events, highlighting the significance of being sensitive and aware of potential issues to enhance client relationships.

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