Ep. 27 | Client Segmentation: Serve the Right People the Right Way

from Unfiltered and Unstoppable · host Rob Romesburg

Rob Romesburg sits down with Brian Lucius, Chief Distribution Officer at Gradient Financial Group, to break down how client segmentation can transform your advisory practice. Brian shares practical strategies to help you serve the right people the right way, increase capacity, and create a more consistent client experience.

Episode metadata supplied by the publisher feed · Published Dec 20, 2025

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Ep. 27 | Client Segmentation: Serve the Right People the Right Way

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