21st June 2023

Segmenting your client base (45 minutes)

45 mins structured CPD available by registering for Adviser Edge.

The new Consumer Principle at the heart of Consumer Duty requires firms to ‘act to deliver good outcomes for retail customers’ and details a number of areas to which firms must pay regard. Knowing your clients’ needs and objectives and communicating with them effectively is key. Learning the principles behind segmenting your client base will help you tailor relevant and personalised communications.

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