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2 - Everything Segmentation

In this episode, Jack and Nate discuss the challenges and strategies of client segmentation in financial planning. They explore the importance of both qualitative and quantitative methods for segmenting clients, the significance of tailored client service schedules, and the role of client events in marketing. The discussion also touches on dynamic segmentation, succession planning, and the future of client engagement in the financial advisory space. Chapters 00:00 End of Year Rush and Client Engagement 02:05 Segmentation Strategies in Financial Advisory 06:11 Qualitative vs Quantitative Segmentation 10:08 Client Service Scheduling and Engagement 16:02 Event Marketing and Client Relationships 21:15 Integrating Client Processes and Acquisitions 24:52 Segmentation and Client Service Structure 29:57 Dynamic Client Segmentation and Tracking 35:28 Client Engagement and Meeting Frequency 40:39 Family Dynamics in Financial Planning 43:11 Future of Client Management and Vitals Integration