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Get insights, strategies and research from the AdvisorEngine team to create a better client experience for your clients and drive growth for your firm.

Blog Feature

Client Segmentation  |  Financial Advisors  |  Financial Technology  |  Wealth Management

Client segmentation for financial advisors: The challenges

Client segmentation has become increasingly important as an RIA growth driver, but it can’t be an afterthought.  What’s more, the discipline may not be suitable for every firm.  This third and final installment of our AdvisorEngine® series examining the challenges of implementing client segmentation and some fundamental dos and don’ts for firms ready to take the plunge.

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Blog Feature

Client Segmentation  |  Financial Advisors  |  Investment Advisors  |  Wealth Management

Client segmentation for financial advisors: How to implement

Advisory firms are moving beyond the traditional classification of clients by their assets and the revenue they generate. In this second part of our AdvisorEngine Learning Center’s series, client segmentation for financial advisors, I’ll explore how clients can be segmented beyond assets under management. I will also look at how (or should) an RIA widen or ‘soften’ its target market to a younger, less affluent demographic, taking advantage of cost-efficient digital technology.

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