Name
Case Study: The Case for Customer Specialization
Date & Time
Thursday, November 2, 2023, 9:50 AM - 10:25 AM
Description

The Wealth Management business is a competitive marketplace. The technology war is like keeping up with the Jones. So, where is the enterprise space trending? There are several studies that show that practices that focus on specific customer segments have higher valuations. What can enterprise firms do to assist practices to deliver specialized financial services and advice to specific customer segments? What are some examples of enterprise firms being successful in this area? Can an enterprise model this behavior or does most specialization occur organically amongst specific practices and advisors?