Follow Up Friday - Client Segmentation - a podcast by Matthew Jarvis & Micah Shilanski, Finance Rockstars

from 2022-02-18T08:00

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Why client segmentation is generally a bad idea—and what to do instead.

https://bit.ly/3gJ4ZTD 

Further episodes of The Perfect RIA

Further podcasts by Matthew Jarvis & Micah Shilanski, Finance Rockstars

Website of Matthew Jarvis & Micah Shilanski, Finance Rockstars