All About Segmentation - Target Audiences in your Contact List

All About Segmentation - Target Audiences in your Contact List


                                                                     November, 21st, 2014.

Hello Everyone,

What’s all the fuss about segmentation you may ask? Well it’s all about how you manipulate your contact list into sub-lists to target audiences with specific messages tailored to them. Brokers and Investment Advisors aren’t in the habit of doing this in much detail, but it might be a good time to start. Wealth Management is in the end all about people, and people can be categorized into different groups with different preferences, interests and tendencies.

For your weekend reading I’m going to provide you with several links, enjoy the topics and feel free to provide your own commentary.

Article Links:

Why List Segmentation Matters in E-mail Campaigns

27 Ways to Slice and Dice your E-mail Contact List

7 Ways to Segment your List

 Effects of List Segmentation (Stats) Article

Market Segmentation from the Journal of Financial Planning - Dos and Donts

Video Links:

Video on Customer Segmentation  

Video on the Targeting Sweet Spot

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