064 – Lifetime Customer Value

In this episode, KT discusses:

  • What the Lifetime Customer Value number is.
  • How technology has allowed companies to know who is valuable to them over time.
  • The types of shoppers and how companies see those individuals.
  • Ways to increase your customer value score.

Key Takeaways:

  • What type of a shopper are you? A grinder or a loyal shopper?
  • If you are a hassle, your customer value score will decrease.
  • Nobody knows what the algorithm is for the customer value score for any particular company.
  • It’s not just about what the company values, it’s also about what you value.

“When the day is done what you want to decide is what do you value?” — KT Thomas

Click here to reach KT

See KT’s interview on C-Suite Network’s Best Seller TV

Connect with KT Thomas: http://ktsmoneymatters.com/

Purchase KT’s book- The Hardworking Woman’s Guide to Money

Show Notes by Podcastologist: Chelsea Taylor-Sturkie


About the author, Kathleen

Kathleen Thomas, who often goes by KT, has over 25 years of experience in the financial services industry and understands the need for women to take control of their financial lives.

A Certified Investment Management Analyst, Chartered Life Underwriter, and Certified Financial Planner™ practitioner, Thomas earned her degrees in Finance and Political Science from Salem College.

Prior to founding NewDay Solutions, an independent Registered Advisor Firm, Thomas spent 20 years as a private wealth advisor for Ameriprise Financial Services. Many of her earliest clients continue to work with her.

Thomas is an avid long-distance runner and triathlon participant. She has completed the Boston Marathon seven times and the Ironman Distance Triathlon three times. She has volunteered as coach and mentor for Girls on the Run New Hampshire and Team in Training.

Raised in Newton, Massachusetts, Thomas now lives in Seabrook, New Hampshire, with her husband, John. They have one daughter.

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