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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

Artwork
iconShare
 

Archived series ("Inactive feed" status)

When? This feed was archived on October 03, 2025 06:14 (3M ago). Last successful fetch was on February 29, 2024 20:27 (2y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

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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