The Increasing Complexity and Personalization of Client Experiences For Financial Advisors Bridging The Gap

One of the best ways to deliver a personalized experience: Client Segmentation. In this episode of Bridging The Gap, Matt Reiner explains the "creepy" factor in today's digital advertising and how it can effectively lead to personalized experiences. Creepiness aside, when we adapt this approach into our practices, it leads to relevant, meaningful, and relatable information shared with our clients. It puts us in a position to deliver the most value and deliver on the expectations our clients have of us.