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

Explicit content warning

10/15/18 • 61 min

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!

Previous Episode

Ep 03: How to Competitor Proof your Best Clients with Steve Phillips of Advisor Protocol

In this episode of Advisor Elevation, Matt Eilers interviews Steve Phillips of Advisor Protocol. Matt and Steve have an entertaining conversation centered around the idea of "competitor-proofing" your best clientele. Be sure to listen soon as Steve also reveals the top 3 questions you need to ask your best clients right away, and why it will be so important to the future of your firm!

Next Episode

Ep 05: The Best Strategies to Market a Financial Practice with Mark Mersman

In this episode of Advisor Elevation, Matt is joined by Mark Mersman. Mark is the host and creator of the 16 Ways From Sunday Podcast and Blog, and also the Chief Marketing Officer of USA Financial. Mark and Matt have an entertaining discussion surrounding the in’s and out’s of marketing a financial practice. Mark will share some of the best and worst things an advisor could do in the world of marketing, as well as reveal how you can evaluate the credibility of your next marketing effort. Mark will spend time exploring the dynamics of creating and promoting a true “referral culture” and even goes as far as explaining exactly what he would do (marketing-wise) if he was to start a practice from scratch tomorrow. If you care about marketing, this is a must listen episode!