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Upgrade, Graduate, or Just Keep Playing Office [Episode 252]
The Perfect RIA
Effective Business Segmentation Strategy
Segmenting your business based on client needs is crucial, as demonstrated by the success of an advisor who offers different services at varying prices. By offering a menu of services and clearly outlining fees during client meetings, he effectively upsells and tailors services to each client's needs. This approach is rare among advisors and highlights the importance of having a system in place for effective segmentation, which ultimately leads to increased client satisfaction and revenue.
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