Merrill Data Shows Benefits of Segmenting Clients Based on Wealth, Behavior — Not Age, Sex
March 15, 2021 by Jeff Berman
Merrill Lynch’s success with the digital adoption of its products and services shows why advisors and financial services firms should avoid targeting one demographic segment, according to April Rudin, a financial services marketing strategist and CEO of The Rudin Group.
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Originally Posted at ThinkAdvisor on March 15, 2021 by Jeff Berman.
Categories: Industry Articles