Keith Pangertitsch

Decorative pattern

Segment your clients

The key to successful segmentation is a thoughtful analysis of your business, smart selection of clients, and a viable service platform to ensure clients who aren’t on your A-list don’t fall through the cracks.

By Keith Pangertitsch |May 23, 2012

5 min read

Decorative pattern

Planning and Advice

How to fire clients

The key to successful segmentation is a thoughtful analysis of your business, smart selection of clients, and a viable service platform to ensure clients who aren’t on your A-list don’t fall through the cracks. It used to be only a few firms had advisor report cards that outlined a book’s profit and client details.

By Keith Pangertitsch |September 9, 2011

5 min read

Decorative pattern

How to segment your clients

The key to successful segmentation is a thoughtful analysis of your business, smart selection of clients, and a viable service platform to ensure clients who aren’t on your A-list don’t fall through the cracks. It used to be only a few firms had advisor report cards that outlined a book’s profit and client details.

By Keith Pangertitsch |August 1, 2011

5 min read

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