Strategy

WEALTH TALK: Focus On Client Segmentation Strategy

Editorial Staff, 11 February 2021

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This news service talks to a nationwide US wealth manager about the approach it takes to client segmentation and how it is faring in the current environment.

This news service recently caught up with Michael Nathanson, CEO of The Colony Group, about how the firm operates and, in particular, its approach to client segmentation

 

To find out more about the Wealth Talk series of videos and how to get involved, email tom.burroughes@wealthbriefing.com
 

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