Does your team's expertise drive segmentation or is it market driven?
Who is the segmentation for? The advisors or the clients? If it is the clients, what do they get out of the classification? Do they need more or do the advisors only want to deliver X? If it is for the advisors, what is the goal?
When you do segment, is it based on size, needs, assets? And what makes for good segmentation?
At the 2024 NAPA 401(k) Summit, join this dynamic panel discussion with:
- Nate Moody, CPFA, Retirement Plan Advisor, Partner, Lebel & Harriman Retirement Advisors
- Stephen Popper, AIF, CFPA, NQPA, Managing Director, SageView Advisory Group
- Michaela Scott, MSFS, CFP®, RICP®, AIF®, C(k)P®, CHSA®, CPFA, ChFC®, Principal & Founder, 401(k)/403(b) Advisor, The Strategic Retirement Benefits Group, LLC
Where you’ll learn from their experience—and their missteps as we tackle:
- How, by segmenting your service solution, you can potentially help close the coverage gap by doing less work for more clients.
- How segmentation can be successful when both the client and the consultant/advisor are of like mindedness.
- Different ways to do so—because there is no one way to segment.
See you in Nashville! Sign up today at https://bit.ly/3T4PG9c
