Audience Segmentation: Top Ten Tips for Financial Advisors

Download Audience Segmentation: Top Ten Tips for Financial Advisors

Post on 09-Feb-2017

147 views

Category:

Technology

0 download

Embed Size (px)

TRANSCRIPT

<ul><li><p>Audience Segmentation</p><p>Top Ten Tips for Financial Advisors</p></li><li><p>is the process of dividing a large group of people into smaller groups that share common characteristics, expectations, or behaviors. Its all about getting the right message to the right people at the right time.</p><p>AUDIENCE segmentation</p></li><li><p>Know Your Clients</p><p>What makes them unique, what are their </p><p>motivations, etc?</p></li><li><p>Discover Your Clients Needs</p><p>How do the needs of your clients vary? What do they have in common? Why would they </p><p>need different treatment?</p></li><li><p>SEGMENTSDetermine your</p><p>[This can be based on age, personality, geographic location, or other commonalities.</p></li><li><p>Create psychographic </p><p>profiles to describe your </p><p>segments.</p><p>Emma(Easy-Going)</p><p>patientloyal</p><p>relaxedsupportive</p><p>stableempathetictrusting</p><p>Amy(Analytical)controlledorderly</p><p>deliberateorganizedsystematic</p><p>Ian(Influencer)motivatingenthusiasticconvincingimpulsiveinfluentialcharmingconfident</p><p>Donald(Driven)decisiveassertivedemandingcompetitivedetermined</p></li><li><p>distribution lists.Create</p></li><li><p>Communicatedifferently</p><p>to each segment.</p></li><li><p>KEEP ITSimple.</p><p>Dont try to create too many segments, or managing them can become a nightmare!</p></li><li><p>MONITORTrack data on how your </p><p>segments are performing.</p></li><li><p>RefineTweak your system based on what the data tells you.</p></li><li><p>Dont Be Afraid to Start Over</p><p>Sometimes your client segments require an overhaul. Dont create a </p><p>system thats set in stone.</p></li><li><p>865.243.8000 Local 877.819.2188 Toll Free Finworx.com</p><p>Audience Segmentation</p><p>Top Ten Tips for Financial Advisors</p><p>http://finworx.com</p></li></ul>