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:

 
DISCUSSION TOPICS:

• 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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