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Client Engagement Segmentation: Seeing Clients for More than Their Money

By Phil Billingham, CFP

The story goes something like this.

“Dear client, I’m a financial planner, which is different from a sales person. We don’t sell products; we actually care about you, and look after you.”

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The Many Approaches to Client Classification

Lovaii Navlakhi CFP IndiaBy Lovaii Navlakhi, CFP

When you have two clients, you wouldn’t think it necessary to classify them. You know the characteristics of each of them and know exactly how to deal with them. When you have 20, it gets a little difficult but is still manageable.

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5 Reasons Financial Planners Need Client Segmentation

By Niraj Nanal, CFP

Starting a financial planning practice without a specific client segment is like starting a journey without a destination. It is very important for planners to decide which kind of client base they would like to work with. For example, a client segment could be medical professionals in Pune, India, aged 35-45 with an annual income of Rs 1200000 or more.

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The Benefits of Client Segmentation

By Daehong Kwon, CFP

Every financial planner has their own criteria for classifying clients, such as age, profession, wealth, etc. Some financial planners only work with certain groups of people such as doctors, CEOs, unmarried women, or retirees, while others work for anyone and everyone.

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How to use Client Segmentation in your Financial Planning Practice

By Joel Redmond, CFP

Humans seem to have an instinct for categorization that is truly congenital – most of our early learning is based on prior generations’ efforts at listing, organizing, prioritizing. In chemistry we learn the diagram of a hundred or so substances that all matter consists of.

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Client Segmentation for Financial Planners

By Martin Iglesias, CFP

The issue of classifying clients, according to their needs and behaviors, is something I’ve been working on for many years. This issue, in my point of view, becomes more important as a financial planner’s client portfolio grows and the planner doesn’t necessarily have a close relationship with all of their clients.

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