Segmenting your services
June 2010Recent research carried out by NMG provides evidence of financial advice firms segmenting their client base into distinct categories. The research and subsequent analysis throws light on what is driving this change, how advisers are differentiating between clients and the implications this has for the future. NMG’s research reveals that around a third of advisers* have segmented their client base. Here, David Burns reports on findings from further in-depth research carried out with 14 of these businesses to understand the approaches taken.
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Group company and regulatory information
Group company and regulatory information