Catherine Williams

Session Title:  Segmentation Strategy & Service Model Design

Overview:

How can segmenting clients and getting concise on the services you provide best serve your business, people, and clients? When should you consider expanding the clients you work with and the services you provide? Drawing on insights from Dimensional’s Global Advisor and Global Investor Studies, gain insight into how getting clear on who you want to work with, how you want to engage, and what value you want to deliver will serve your business long term.
 

About Catherine

Catherine Williams is Head of Practice Management at Dimensional. Based in the Charlotte office, Catherine delivers benchmarking and practice management insights to advisors. Prior to joining Dimensional, she spent more than 20 years in the investment industry, including serving as chief operating officer for a large RIA. Most recently, Catherine offered strategic and executive coaching to investment advisors as an executive business coach with the Carson Group and as vice president of practice management and consulting with Fidelity Investments.
 

Catherine studied broadcast journalism and has focused her professional learning on leadership development, which includes coursework through Babson Executive Education. She has served as an advisory board member for the Center for Investment and Wealth Management at the UCI Paul Merage School of Business, and as a coach/mentor for the G2 Leadership Institute. Catherine hosts the Dimensional podcast series Managing Your Practice, which was created to provide insights that help advisors with all aspects of their businesses.