Delivering on the Potential of Client Segmentation

GettyImages-534208398.jpg Resources>Webinars Delivering on the Potential of Client Segmentation Tuesday, November 07, 2023 | 2:00 PM ET

As organic growth through enhanced marketing and more effective client retention becomes a priority for wealth management firms, client segmentation is becoming an area of increasing importance. To find out about advisors’ and managers’ attitudes toward and experience with client segmentation, Wealth Management IQ in partnership with BNY Mellon | Pershing recently conducted an in-depth survey of advisors. 

This webinar will present the highlights of the latest research, discuss its implications, and offer insights into what advisors and firms will need to know to make more informed decisions about segmenting clients and prospects. 

Specifically, the webinar will cover:

  • The key benefits of implementing client segmentation
  • Segmenting clients: Why is it so challenging? 
  • Five key segmentation parameters
  • How technology is used in segmentation efforts
  • Does segmentation really work?

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.

Produced by WMIQ

 

 

 

Sponsored by

 

 

 

David Armstrong - Moderator
Executive Content Director
Wealth Management | Informa Connect

 

Kristin Letourneau, PhD
Vice President, Research
Informa Engage

 

Janet Kelly
Director
BNY Mellon | Pershing

 

  .uuid-4cd3929d-7645-4829-8ada-468e2262286a {height:1700px; width:100%; }

 

TAGS: Resources Related Sponsored
  • Next Article
  • Previous Article

Owl Media Group takes pride in providing social-first platforms which equally benefit and facilitate engagement between businesses and consumers and creating much-needed balance to make conducting business, easier, safer, faster and better. The vision behind every platform in the Owl Media suite is to make lives better and foster a healthy environment in which parties can conduct business efficiently. Facilitating free and fair business relationships is crucial for any thriving economy and Owl Media bridges the gap and open doors for transparent and successful transacting. No advertising funds influence the functionality of our media platforms because we value authenticity and never compromise on quality no matter how lucrative the offers from advertisers may seem.

Originally posted on: https://www.wealthmanagement.com/webinars/delivering-potential-client-segmentation