LIVE WEBINAR
Listen live as Mark Bruno discusses the report key findings.
White Paper
On-Demand Webinar
Delivering on the Potential of Client Segmentation
As organic growth through enhanced marketing and more effective client retention becomes a priority for wealth management firms, client segmentation is becoming an area of increasing importance. To find out about advisors’ and managers’ attitudes toward and experience with client segmentation, Wealth Management IQ in partnership with BNY Mellon | Pershing recently conducted an in-depth survey of advisors.
This webinar will present the highlights of the latest research, discuss its implications, and offer insights into what advisors and firms will need to know to make more informed decisions about segmenting clients and prospects.
Specifically, the webinar will cover:
- The key benefits of implementing client segmentation
- Segmenting clients: Why is it so challenging?
- Five key segmentation parameters
- How technology is used in segmentation efforts
- Does segmentation really work?
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.
Meet the Speakers
On-Demand Webinar
Driving Firm Growth and Success: A 2023 Mid-Year Update
Defining success for wealth management firms and identifying the drivers of success was the objective of research conducted late last year by WealthManagement.com and Informa Engage on behalf of Pershing, results of which were published in a white paper, The Keys to Driving Growth and Success for Wealth Management Firms in 2023 and Beyond.
What’s changed since then?
This webinar will reveal how advisors and their firms are now reaching for growth and success. Specifically, the webinar will cover:
• How firms’ growth expectations have changed
• The shift that has occurred in the services being offered
• A new sweet spot in target marketing
• The outlook for investments in technology and human capital
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.
Meet the Speakers