Client Segmentation
The Organic Growth Lever Hiding in Plain Sight
More enterprise RIAs are tiering clients to unlock operational capacity and create a clear, sustainable path to growth with the next generation of investors. Learn how you can apply this emerging strategy and position your firm for what’s next.
Determine if segmentation is right for your firm
Assess your readiness based on AUM, growth goals, and appetite for disruption—including when to wait.
Run the profitability analysis
Calculate cost-to-serve by segment, set minimum fees that ensure independent profitability, and model the financial impact across your existing book.
Design your tier structure
Decide how many segments to create, what service levels align to each, and how to balance disruption with meaningful upside.
"Betterment's features are huge from a technology ease and intuition standpoint for the advisor: opening accounts, transferring money from other custodians, helping clients link a bank account etc. This saves us a lot of time and we can spend it with clients focusing on advice."
Matt Lohrius
Ritholtz Wealth Management
Ritholtz Wealth Management
Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.
Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.
“Betterment Advisor Solutions is just huge from a technology standpoint. Everything is so easy and intuitive for the client. And that saves us a lot of time.”
Matt Lohrius
Ritholtz Wealth Management
Ritholtz Wealth Management
Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store
Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store