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Client Segmentation
Client segmentation is one of the most important exercises for successfully managing client relationships. Advisors need to have a clear vision of which clients are most profitable 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 16, 2023 01:00 PM in Pacific Time (US and Canada)

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Speakers

Derenig Kostikian
Vice President, Business Consultant @AssetMark
Derenig Kostikian has over 15 years of experience in the financial services industry. Most recently, he was a consultant at one the nation’s largest independent broker dealers serving over 2,000 financial advisors. Before that, he worked as a retirement consultant at a smaller broker dealer that was a wholly owned subsidiary of one of the Nation’s largest insurance providers. Derenig earned a Bachelor’s degree in Management from the University of Massachusetts, Boston. He also is a Certified Financial Planner and Certified Plan Fiduciary Advisor and holds series 6,7,63, and 65 securities licenses.