Advisor Marketing Made Simple

Advice Line: How To Segment Your Practice For Different Client Types (Jack Hudson)

Oct 1, 2025
In this discussion, Jack Hudson, a partner at Applied Capital, seeks expert advice on client segmentation and optimizing his LinkedIn strategy for higher-net-worth clients. The hosts tackle how to balance service for larger clients while supporting junior advisors with smaller accounts. They explore the importance of tailored service models and separate marketing funnels for different client segments. Additionally, actionable insights on LinkedIn tactics, including targeted connection strategies and consistent posting, are shared to enhance client engagement and conversion.
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ADVICE

Align Multi-Office Messaging

  • Coordinate website changes with your sister office but push for segmented pages that reflect differing local needs.
  • Use shared overhead while allowing offices to present distinct service focuses.
ADVICE

Use A Choose-Your-Path Website

  • Segment your website so visitors choose the path that matches their profile and needs.
  • Use internal landing pages to show team, service model, and fees for each segment.
INSIGHT

Psychographics Over Demographics

  • Targeting by psychographics can avoid boxing you into a demographic label.
  • Values-based messaging helps attract clients who fit your culture without excluding others by dollar amount.
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