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Managing-personal-finance TALKING ABOUT YOUR IDEA (CUSTOMER PROBLEM…
TALKING ABOUT YOUR IDEA
CUSTOMER PROBLEM
Financial Goals
Financial awareness
Financial Literacy
Overcoming financial obstacles
SOLVING PROBLEM
Finding the financial problem
Creating a solution
Building goals
Providing knowledge
DIFFERENT FROM OTHER PRODUCTS
I am teaching
Working with customers not for them
Ongoing support
Continuous evaluations to ensure objectives being met
COMPETITIVE ADVANTAGE
Sell experience
Build relationships
Educate clients
Client involvement
WHO WILL BUY
People in debt
People with no savings
People living paycheck to paycheck
People who need help with financial goals
WHY WILL THEY BUY
People want to save
People want to set goals
People want to talk to someone for guidance
People want feedback
