Your Advisor Segmentation Is Broken. Here's How to Fix It.

Posted by Jason Brown on Wed, Mar 07, 2018

I was talking with a marketing leader the other day who told me that her firm was embarking on its fourth attempt at advisor segmentation in the past three years. It had gotten so bad that they were no longer using the word “segmentation” within the firm, she said. Instead, they talked about “advisor archetypes” or “advisor partitioning” to avoid the skeptical eye of leadership.

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