The Art and Science of Client Segmentation

The Art and Science of Client Segmentation

Client segmentation should be a top strategic planning priority in 2018. Effective client segmentation is key to growing your business the right way, increasing the value of your business, and improving efficiency. While every advisor benefits from segmentation, only a small fraction is diligent about measuring, and even less know what to do with the results. In this webinar, David Hansen, President of Elite Advisor Institute, will cover what is the most important metrics to measure, and most importantly, what YOU can do with this information.

  • Quantitative and qualitative metrics beyond the basics of segmenting based on revenue and AUM
  • How to increase your profit by highlighting the profitability ratios of each segment of your clients
  • How segmentation and client-to-professional ratios control your service model

Join us to learn the best practices, increase your business value, and polish your existing book of business through client segmentation.

About David Hansen – President of Elite Advisor Institute
David Hansen’s twenty-year career in the financial services sector included leading highly successful mergers and acquisitions and building a firm from $80 million in assets under management to almost $1 billion during his tenure as CEO leveraging success with organic growth as well as numerous acquisitions, mergers, and tuck-in recruits.

Fill out the form below and watch the webinar on demand!

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