Podcast | 10.14.26
Book Segmentation – Strategy, Structure and Service Levels
by: BISA Staff and Stathis-Mittel
Do you have a book segmentation strategy? If so, how is it structured, and how is it enforced? That is the starting point for this episode’s discussion on the BISA Industry TrendWatch series, presented by BISA and Ameriprise Financial in partnership with Stathis-Mittel. We then dive into the details, including service-level requirements, ideal number of clients in a book, advisor buy-in and more.
Join us as Hatem Benjamin from The Huntington Investment Company, Wes Lacey from Ameriprise Financial Services and Terrence Powell from Randolph Brooks FCU discuss this important subject.