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Segmentation Strategies: How to Maximize Client Profitability

Session Speakers
Session Description

Why Attend
Learn about segmentation strategies that will help you improve client service and generate stronger results. 

Session Details
As your client base grows, so do the challenges of maintaining reasonable profit margins, sustaining growth, and preserving a high level of service. Studies and Schwab’s RIA benchmarking data show that firms employing a strategic segmentation plan are more likely to reach those goals. In a practical application session, delve into:

  • Segmentation strategies that can free up time to help you better serve clients  and boost growth
  • Case studies showing how the best-managed firms improve productivity, profitability, and growth
  • How new clients and employees affect profit margins

Additional Information
CPE-1.5 hrs
Education Session
1h 15m
Session Schedule