Watch Now: Strategies for Client Segmentation & Engagement

August 9, 2022

In this video you will hear from Anand Sekhar, Vice President, Practice Management & Consulting, Fidelity Institutional and Brian Leitner, Head of Mariner Platform Solutions. Here’s a preview of the topics Anand covered: How to gain business efficiencies so you can spend more time with clients, strategies for understanding, segmenting and engaging clients, creating a business continuity plan and how to develop talent within your practice.

00:00: Introduction
03:46: Time Spent in Front of Clients
13:30: Investor Perspectives & Client Segmentation
40:49: Talent Development

These videos are limited to the dissemination of general information and are not intended to be legal or investment advice. Nothing herein should be relied upon as such. The views expressed are for informational purposes only and do not take into account any individual personal, financial, or tax considerations. There is no guarantee that any claims made will come to pass.

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