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