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Financial advisors face a critical decision when allocating their marketing budgets between two fundamentally...
Why Client Segmentation in Wealth Management Separates Thriving Advisors from Stalled Ones
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23 July 2026
Ran Mullins
Only 37% of wealth management firms have a formal client segmentation strategy in place, according to Fidelity Investments’ research, despite clear evidence that segmenting firms outpace their peers in AUM growth and high-net-worth client.
The Real Personetics Competitors List: The Platforms Banks Use for Personalization
16 July 2026
Ran Mullins
Banks searching for companies like Personetics usually aren't unhappy with the idea of AI-driven customer insight. They're evaluating whether Personetics or other companies are the best version of it. Personetics built its name on transforming raw.
Beyond the Balance Sheet: How Financial Psychographics Reveal What Clients Actually Want
9 July 2026
Brent N Walker
A client with $2 million in assets and a client with $200,000 can share the exact same fear about retirement, and a client with $2 million can be just as financially anxious as one living paycheck to paycheck. Financial psychographics exist to catch.
Psychographic Segmentation Examples & How to Use Them
29 June 2026
Brent N Walker
According to McKinsey, 71% of consumers expect companies to deliver personalized interactions, and 76% get frustrated when they do not. The gap between those two numbers represents a significant amount of wasted marketing spend, and the root cause.