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40: Using Segmentation to Efficiently Meet Your Clients’ Preferences
Manage episode 315432595 series 1860640
Content provided by The Brighthouse Financial Insights Panel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Brighthouse Financial Insights Panel or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Optimizing your segmentation strategy to account for in-person and virtual preferences, personality types, and communication styles may help you build trust, increase personalization, and grow wallet share across your client base. In this episode, our host, business coach Stephen Boswell, President of The Oechsli Institute; prospecting and marketing expert Maribeth Kuzmeski, Founder of Red Zone Marketing; and communications expert Erica Dhawan, author of “Digital Body Language: How to Build Trust & Connection, No Matter the Distance,” offer insights into how financial professionals can expand their segmentation strategy to efficiently address changing client expectations.
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Manage episode 315432595 series 1860640
Content provided by The Brighthouse Financial Insights Panel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Brighthouse Financial Insights Panel or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Optimizing your segmentation strategy to account for in-person and virtual preferences, personality types, and communication styles may help you build trust, increase personalization, and grow wallet share across your client base. In this episode, our host, business coach Stephen Boswell, President of The Oechsli Institute; prospecting and marketing expert Maribeth Kuzmeski, Founder of Red Zone Marketing; and communications expert Erica Dhawan, author of “Digital Body Language: How to Build Trust & Connection, No Matter the Distance,” offer insights into how financial professionals can expand their segmentation strategy to efficiently address changing client expectations.
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We're no longer publishing new episodes of this podcast, but check out our podcast Consider This, where we help you make sense of a major news story and what it means to you six days a week.
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continue reading
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