A growing number of successful advisors use “client segmentation strategies” in which communications and services are matched to personal life stages, attitudes or objectives. For example, you can select client segments such as pre-retirees, conservative investors or income-seekers. Once you have identified characteristics that drive clients’ needs and values, you then can focus messages, target services, and build stronger relationships over time.

A growing segment of today’s market is being ignored by almost all financial professionals. Virtually no research has profiled these investors, and few financial marketers are targeting them. Yet, their voices can be heard on blogs and talk radio shows, around the water-cooler at work, and in daily communications between advisors and clients

Complete your profile to continue reading and get FREE access to BenefitsPRO.com, part of your ALM digital membership.

Your access to unlimited BenefitsPRO.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical BenefitsPRO.com information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and BenefitsPRO.com events.
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com

Already have an account?



Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join BenefitsPRO.com now!

  • Unlimited access to BenefitsPRO.com - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
  • Exclusive discounts on BenefitsPRO.com and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO

Copyright © 2023 ALM Global, LLC. All Rights Reserved.