Beyond finances: Segmenting clients by soft qualities
Interview of George Hartman |
George Hartman, a business coach and owner of Market Logics Inc., describes how advisors can consider segmenting their client base by qualities other than financials. He spoke with Gavin Adamson at the TMX Broadcast Centre in Toronto. Part 8 of a multi-part series based on Hartman's book Blunder, Wonder Thunder.