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Segment for Success: Secrets from Firms Doing Client SegmentationClient segmentation provides powerful potential benefits. Fidelity research shows firms that have segmented their clients enjoy better
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Segment for success is a report or document that outlines the key strategies and actions necessary for achieving success in a particular area or project.
Typically, senior management or project leaders are responsible for filing segment for success.
Segment for success can be filled out by clearly outlining goals, objectives, strategies, and action steps needed to achieve success.
The purpose of segment for success is to provide a roadmap or guide for achieving success in a specific area or project.
Information such as goals, objectives, strategies, action steps, timelines, and responsible parties must be reported on segment for success.
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