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Mutli Level Service Suite – Let’s create opportunities for youngisthan !

Bhuvanaa Shreeram
Certified Financial Planner, Plan2Prosper
January 14, 2014

Reading Time: 4 minutes Clients with various levels of assets and fee paying capabilities have to be served. Their needs and expectations differ as they move ahead in their careers and financial life. Solution – segment them and give them a multi layered service offering. On the other hand, there are planners who are just graduating from college full of technical skills and energy but lacking in relational skills. This article talks about mapping client segments to planner career levels.

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