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Pillar 1: Client Analysis

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4.Client Segmentation

  • Know which segment every client or any prospective client falls into

  • Understand the significance of each segment and how it impacts your business

5.Client Analysis

  • Attract more high value clients by actively focusing on this group of clients

  • Identify mid-tier clients with potential who you can target to become high value clients using a methodical process covered later in this program

  • Identify lower-tier clients who may be better served by other financial representatives within the Credit Union to make better use of your time

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