A Need-Based Approach to Client Segmentation in Wealth Management
Andrew Miller2024-01-12T23:08:16+00:00If you’re relying on demographic and behavioral data to segment your clients you may be missing the mark. Making general assumptions about a group based on general information may steer you in the wrong direction. For example, a common assumption is that pre-retirement clients want to be more conservative. However, some people in that [READ MORE]