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Keyword: Client segmentation

33 results found
businesswoman thinking

Segmenting your book can help you serve clients better

Although legacy airlines have been known to treat their average customers atrociously, there is a lot to be learned from the service they offer their top customers

How client segmentation can destroy your brand

Jim Ruta cautions that segmenting clients can harm your reputation and your brand

  • By: Jim Ruta
  • September 26, 2017 October 30, 2019
  • 14:25
Segment your clients based on demographics

Focusing on a particular group helps you manage resources more efficiently

Although the strategy behind client segmentation is unlikely to change, technology undoubtedly will affect the way clients are served. Improving service to those clients in lower tiers will not be difficult, says April-Lynn Levitt, coach with The Personal Coach in Oakville, Ont., because there is much room for improvement: “A lot of those clients aren’t […]

As changes in technology affect the ways we organize and communicate with our clients, the objectives of segmentation — efficiency and productivity — remain the same

Segmentation can make your practice more efficient

Give each of your clients the right level of service

  • By: Leah Golob
  • June 29, 2015 October 30, 2019
  • 10:05

These strategies can improve client service and profitability

Financial advisors can learn significant lessons from major airlines about how to treat their top clients. Here are some ways you can offer "frequent flyer" bonuses