Client segmentation – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 08 Feb 2024 18:47:34 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Client segmentation – Investment Executive https://www.investmentexecutive.com 32 32 Calculate the capacity of your practice https://www.investmentexecutive.com/newspaper_/calculate-the-capacity-of-your-practice/ Mon, 12 Feb 2024 05:07:00 +0000 https://www.investmentexecutive.com/?p=479827 More tough love for advisors https://www.investmentexecutive.com/inside-track_/more-tough-love-for-advisors/ Wed, 01 Feb 2023 20:00:22 +0000 https://www.investmentexecutive.com/?p=459562 Wealth firms woo doctor clients https://www.investmentexecutive.com/newspaper_/wealth-firms-woo-doctor-clients/ Tue, 19 Apr 2022 04:04:00 +0000 https://www.investmentexecutive.com/?p=442474 Serving fewer clients can lead to a big payoff https://www.investmentexecutive.com/inside-track_/serving-fewer-clients-can-lead-to-a-big-payoff/ Mon, 04 Apr 2022 19:00:57 +0000 https://www.investmentexecutive.com/?p=442007 How to prioritize the time you spend with clients https://www.investmentexecutive.com/building-your-business/how-to-prioritize-the-time-you-spend-with-clients/ Mon, 02 Dec 2019 15:56:23 +0000 https://www.investmentexecutive.com/?p=391650 Offer “frequent flier” service https://www.investmentexecutive.com/newspaper_/offer-frequent-flier-service/ Fri, 22 Dec 2017 05:50:00 +0000 https://avatar.investmentexecutive.com/uncategorized/offer-frequent-flier-service/ How client segmentation can destroy your brand https://www.investmentexecutive.com/building-your-business/how-client-segmentation-can-destroy-your-brand/ Tue, 26 Sep 2017 19:25:00 +0000 https://www.investmentexecutive.com/uncategorized/how-client-segmentation-can-destroy-your-brand/ Segment your clients based on demographics https://www.investmentexecutive.com/building-your-business/segment-your-clients-based-on-demographics/ Tue, 29 Mar 2016 16:10:00 +0000 https://www.investmentexecutive.com/uncategorized/segment-your-clients-based-on-demographics/ Client segmentation: The technology evolution https://www.investmentexecutive.com/newspaper_/client-segmentation-the-technology-evolution/ Fri, 11 Dec 2015 05:00:00 +0000 https://www.investmentexecutive.com/uncategorized/client-segmentation-the-technology-evolution/ The ABCs of segmenting your book https://www.investmentexecutive.com/newspaper_/the-abcs-of-segmenting-your-book/ Fri, 11 Dec 2015 05:00:00 +0000 https://www.investmentexecutive.com/uncategorized/the-abcs-of-segmenting-your-book/