Episode 04 - Matt Eilers: Client Segmentation: What is is, What it isn't, and Why You'll Need it

Episode Summary
In this episode of Advisor Elevation, Matt Eilers takes a deep dive into Client Segmentation. Learn the in's and out's of what it is, how to do it, and all of the steps needed to get it done right. Also, Matt reveals the startling statistics about how much your worst clients are actually costing you!