Strategy
WEALTH TALK: Focus On Client Segmentation Strategy
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
