Client segmentation is the process by which you divide your clients up based on common characteristics (such as demographics or behaviors) so that you can serve those clients more effectively. However, client segmentation doesn’t always work in the advisory industry. In fact, it highlights another issue altogether: a failure to define your niche. So, in this episode, Micah and Matthew will be sharing the problems that develop when you start segmenting clients and what you can do to provide massive value instead.

Listen in as the guys describe how to be more intentional with your practice and how to set realistic expectations with your clients. You will learn how to revolutionize your practice through effective communication, the importance of considering how much time a client actually takes out of your working hours, and how to respectfully “retire” clients.

Encore episode - Client Segmentation

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn
- Matt Jarvis: Website | LinkedIn

In this episode of the TPR Podcast, Matthew Jarvis and Peter Velardi discuss the evolving landscape of financial advisory practices, particularly the impact of private equity on the industry. They explore the shift from traditional independent practices to a more consolidated model, emphasizing the importance of understanding the true value of financial practices and the necessity of risk management. The conversation highlights the current market dynamics, the need for advisors to adapt to changing conditions, and the importance of seeking professional guidance in navigating these complexities.

Navigating the New Era of Financial Advisory With Peter Velardi

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn
- Peter Velardi: Website | LinkedIn
- Get your practice valuation here

In this episode, Matt interviews Dustin Frost, co-founder of Attentus and creator of the Ride Loud app. They discuss Dustin's journey from a young entrepreneur to running a successful tech company, his productivity strategies, and how he balances work and life. Dustin shares insights on building a strong team, accountability, and the importance of being present with family and friends. The conversation emphasizes the significance of discipline, passion, and effective client relationships in achieving success.

Work-Life Balance with Guest Dustin Frost [Episode 312]

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn
- Dustin Frost: Website | LinkedIn