Client Segmentation

Client category

Hybrid: This is a client who does BOTH financial planning services through Wealthnest Planners AND has their taxes prepared through Wealthnest Tax Services.

Tax Client: This is a client who ONLY utilizes tax preparation services with Wealthnest Tax Services.

Financial ONLY Client: This is a client who ONLY utilizes financial planning services with Planners

Prospect: This is an individual who is brand new to Wealthnest and MAY acquire some or all of our services but at this time they are not committed to any revenue-generating activities with Wealthnest.

Inactive: This is a previous client that no longer conducts business with Wealthnest

Client status

A+ Client: Financial client with$1.25 MILLION or more in investable assets

A Client: Financial client with $650k – $1.249M in investable assets

B Client: Financial client with $350K – $650k in investable assets

C Client: Financial client with $150K – $350k in investable assets

D Client: Financial client with $150K< in investable assets

Financial Prospect: Potential financial planning client

Tax Client: Tax preparation client

Inactive: Previous client that no longer uses our services

Blackballed: This is a client that has been fired from our firm

Deceased: Client that passed away

Meeting identifiers