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Client Segmentation
Client segmentation is one of the most important exercises in terms of successfully managing client relationships. Advisors need to have a clear vision of which clients are most valuable now, which offer the most future potential, and which are least likely to generate additional business. Examining details such as revenue and profitability associated with each client provides the necessary insight to develop appropriate client service models.

Within this session, we will review the elements of the AssetMark Opportunity Review Tool, how to generate an analysis of an existing client base and how to best leverage the information including strategies for optimizing the performance of existing clients.

Feb 17, 2022 04:00 PM in Eastern Time (US and Canada)

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