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Jack Hudson
Partner at Applied Capital and the episode's featured guest seeking guidance on client segmentation and building a LinkedIn funnel to attract $2M–$10M clients while managing firm-wide service models.
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Oct 1, 2025
• 45min
Advice Line: How To Segment Your Practice For Different Client Types (Jack Hudson)
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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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