Audience Segmentation: Top Ten Tips for Financial Advisors

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Post on 09-Feb-2017

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  • Audience Segmentation

    Top Ten Tips for Financial Advisors

  • 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.

    AUDIENCE segmentation

  • Know Your Clients

    What makes them unique, what are their

    motivations, etc?

  • Discover Your Clients Needs

    How do the needs of your clients vary? What do they have in common? Why would they

    need different treatment?

  • SEGMENTSDetermine your

    [This can be based on age, personality, geographic location, or other commonalities.

  • Create psychographic

    profiles to describe your

    segments.

    Emma(Easy-Going)

    patientloyal

    relaxedsupportive

    stableempathetictrusting

    Amy(Analytical)controlledorderly

    deliberateorganizedsystematic

    Ian(Influencer)motivatingenthusiasticconvincingimpulsiveinfluentialcharmingconfident

    Donald(Driven)decisiveassertivedemandingcompetitivedetermined

  • distribution lists.Create

  • Communicatedifferently

    to each segment.

  • KEEP ITSimple.

    Dont try to create too many segments, or managing them can become a nightmare!

  • MONITORTrack data on how your

    segments are performing.

  • RefineTweak your system based on what the data tells you.

  • Dont Be Afraid to Start Over

    Sometimes your client segments require an overhaul. Dont create a

    system thats set in stone.

  • 865.243.8000 Local 877.819.2188 Toll Free Finworx.com

    Audience Segmentation

    Top Ten Tips for Financial Advisors

    http://finworx.com