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.
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Determine if segmentation is right for your firm
Assess your readiness based on AUM, growth goals, and appetite for disruption—including when to wait.
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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.
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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