John O’Connell Published in Advisor Perspectives by Vetta Fi: Why You Can’t Segment Your Prospects (And Why That Means You’re Treating Everyone the Same)
22Apr
John O’Connell Published in Advisor Perspectives by Vetta Fi: Why You Can’t Segment Your Prospects (And Why That Means You’re Treating Everyone the Same)
John O’Connell authored this article for Advisor Perspectives by VettaFi where he highlights the many aspects of segmentation and how using an outdated CRM can have your firm leaving money on the table. John covers what modern segmentation actually looks like, segmentation capabilities many advisors are missing, static vs. dynamic segmentation, the real cost of poor segmentation, and what to do about it.
