Rethinking client segmentation: Your key to creating capacity and connection
A solid segmentation strategy doesn’t just organize your clients—it transforms your business. In this episode, Wai-Ke unpacks how segmenting with purpose creates capacity, improves client experiences, and aligns your efforts with your business goals. You’ll also learn how to regularly evaluate and evolve your segmentation to keep your practice efficient, profitable, and client-centric.
Creators and Guests
Host
Wai-Ke Kim
Wai-Ke Kim is the VP of Practice Management at Worldsource Wealth Management, developing solutions and tools to help financial advisors create capacity, enhance value and drive growth. Prior to joining Worldsource, she was Regional Director at Manulife Wealth, providing consultative support in practice management and business development. Wai-Ke also has experience with national accounts and MGAs from her time at BMO Life Assurance Company where she specialized in corporate life insurance analysis and solutions. Wai-Ke began her financial services career 19 years ago as an entrepreneur, building a vibrant financial planning practice in Toronto. She is a dedicated advocate for Women in Wealth and is actively involved in mentoring and networking with young women pursuing careers in finance. Her volunteer efforts include roles with Ascend Canada’s sponsorship and membership committee, the Advocis Financial Planning Summit as sponsorship director, the Advocis Greater Vancouver Chapter as sponsorship chair, Versafi (formerly Women in Capital Markets) steering committee and she is a member of the Insurance Council of BC. Wai-Ke holds an Executive MBA from The Beedie School of Business at Simon Fraser University and a Bachelor of Science degree from Queen’s University. She also holds the CFP, CLU, CPCA and CEA designations.
