Join us as we explore how household segmentation is about far more than organizing your book of business. In this session, we will unpack…

• Why client segmentation is a profitability strategy rather than a productivity exercise

• How to build accountability through documented service standards, advisor expectations, and team responsibilities for each segment

• How to establish meaningful segment criteria

• Why different service models are about delivering the right experience

• What your middle segment should represent and how regular segmentation reviews support future growth

This session will be in a Zoom webinar format and registration can be located on our LinkedIn Page (NORA Partners) or by using the source link below.