Ep. 27 | Client Segmentation: Serve the Right People the Right Way Titelbild

Ep. 27 | Client Segmentation: Serve the Right People the Right Way

Ep. 27 | Client Segmentation: Serve the Right People the Right Way

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 Rob Romesburg sits down with Brian Lucius, Chief Distribution Officer at Gradient Financial Group, to break down how client segmentation can transform your advisory practice. Brian shares practical strategies to help you serve the right people the right way, increase capacity, and create a more consistent client experience.
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