July, 2021

21JULY1:00 PM4:00 PMIn Session | Segmentation 2.0 – Personas and BehaviorsSee the Highlights

Event Details

Moderated by Ken Burd, Head of USCG Business Intelligence and Analytics — Principal Global Investors – this interactive roundtable addressed the personas and behaviors associated with Segmentation 2.0. Now is a critical time for sales teams to make the right connections and deliver the right messages. This discussion explored how segmentation sets the stage for firms to gain a better understanding of client needs and more:


  • Advisor segmentation across distribution channels
  • The importance of targeting the right people and teams and defining roles
  • Fine tuning the approach on identifying personas
  • The value of teams data and data stewardship

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