Keyword: Client segmentation

33 results found

Your objective should be to match services with clients’ needs

There’s much more to consider than assets

U.S. firm moves small accounts to younger brokers

Focus on your most profitable clients

A well-planned breakup can leave the client with a positive impression

Focus on ideal clients and sever ties with others

Segment clients and maximize results with CRM software

Michael Andersen, vice president, investment advisor with Richardson GMP in Mississauga, explains how to approach client segmentation and the benefits of working with CRM software “Maximizer”. He spoke with Dan Richards, president, Client Insights, at the TMX Broadcast Centre in Toronto.

Segment your pipeline to help you find the right fit

  • By: Brent Jolly
  • February 5, 2013 October 30, 2019
  • 11:30

Survey your “A” list and follow up

Here are some steps you can take to gain a greater share of wallet from your current clients