Follow Up Friday – Client Segmentation
Why client segmentation is generally a bad idea—and what to do instead.
Recommended Podcast
Encore Episode: How Are You Accountable When You Make a Client Mistake?
Handling mistakes and transparency with clients.
See More
Navigating Client Mistakes: A Guide for Advisors [Episodes 316]
Mistakes happened, now what?
See More
Encore Episode: Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin
elements that can make or break a potential sale
See More