Asset Management – Client Segmentation (Part 3 of 4)
Tom Spencer
JUNE 1, 2019
For instance, if a client goes to meet a financial advisor to talk about opening a savings account, the topic of mutual funds can be brought up. In countries with concentrated banking sectors, the banks will have enough scale and cross-selling opportunities to have their own major asset management divisions. Image: Pixabay.
Let's personalize your content