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Ep 04: Client Segmentation - What it is, What it isn't, and Why you'll need it

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Manage episode 234982942 series 2511344
Content provided by Mark Mersman and Matthew Eilers. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Mersman and Matthew Eilers or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Advisor Elevation, Matt Eilers takes a deep dive into Client Segmentation. Learn the in's and out's of what it is, how to do it, and all of the steps needed to get it done right. Also, Matt reveals the startling statistics about how much your worst clients are actually costing you!

  continue reading

10 episodes

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iconShare
 
Manage episode 234982942 series 2511344
Content provided by Mark Mersman and Matthew Eilers. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Mersman and Matthew Eilers or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Advisor Elevation, Matt Eilers takes a deep dive into Client Segmentation. Learn the in's and out's of what it is, how to do it, and all of the steps needed to get it done right. Also, Matt reveals the startling statistics about how much your worst clients are actually costing you!

  continue reading

10 episodes

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