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- Title
Be Intentional: The Big Five of Segmentation Becomes the Big Six.
- Authors
Opitz, Greg
- Abstract
The article focuses on the critical role of intentional client segmentation in financial planning, with a particular emphasis on the often-neglected aspect of building relationships with both spouses and all family members. Topics include the intentional focus on female clients, leveraging relationships with surviving spouses and heirs for business growth, and a detailed exploration of the quantitative and qualitative dimensions of client segmentation known as the "Big Five."
- Subjects
BEHAVIORAL economics; SPOUSES; CHIEF strategy officers; FINANCIAL planners; CUSTOMER experience
- Publication
Journal of Financial Planning, 2024, Vol 37, Issue 1, p52
- ISSN
1040-3981
- Publication type
Article