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FA Segments, Age : 28-50
High income Employees, Freelancers, Business…
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- Age : 28-50
- High income Employees, Freelancers, Business Owners
- Pain points : Tax is headache and waste time
- Value : Simplicity, Tax plan, FA to help without paying more
- Message : Stop wasting time and money on taxes. DEC 31ST DEADLINE for key deductions! Secure your certified planner now with FA Matching.
- High time to try
- Age : 45-60
- Pain points : Fear of outliving their saving
- Value : Guaranteed Cash Flow for life after work
- Message : Secure guaranteed Cash Flow for life! Register now for FA Matching to find an expert who ensures your money lasts
- Digital barrier? Might need support call
- Age : 30-40
- Just start family life or just have children
- Pain points : Fear of risk impacting family
- Value : Stability, Family security, Peace of mind
- Message : Love is a plan. Register now for FA Matching to get an expert who designs your family's financial defense system
- Keywords : Life insurance, Children's Education
- Worth try
- Age : 28-40
- Clear goal for large sum of money in medium term e.g. Home, Car
- May need to specific? and is this strong segment?
- Pain points : Fear of investing in wrong asset, have deadline
- Value : Safe and precise plan
- Message : Don't gamble with your down payment! Register for FA Matching to get a safe, precise plan that guarantees your funds are ready on time.
- Age : 30-55
- High income jobs
- Time is the most valuable
- Pain points : Wasting time managing the portfolio themselves
- Value : Time, can monitoring portfolio, financial growth
- Message : "Match with an expert FA for hands-on strategy and gain exclusive 24/7 monitoring access via our platform. Delegate the work, own the insight."
- How to find in online world> need consult
- Age : 25-35
- Young Professional
- Wants to start investing but is afraid of risk
- Pain points : Fear of making the wrong first move
- Value : Truistable and consultant FA
- Message : "Start investing with confidence, not pressure." "Register for FA Matching to connect with a patient expert who respects your pace and helps you grow." Stop investing alone. Find an FA who respects your pace and helps you grow
- Key point : Encourage them to try FA matching as a first step to investment world
- Could be mix with Family anchor??
- Refer by existing FA's customers
- From old to new
- ส่งต่อความมั่งคั่ง Share wealth
- Activate the feature for them to see
- Age : 28-50
- High income
- Pain points : Tax is headache and waste time
- Message : Stop wasting time and money on taxes. DEC 31ST DEADLINE for key deductions! Secure your certified planner now with FA Matching.
- High time to try
- Age : 45-60
- Fear of outliving their saving
- Value : Guaranteed Cash Flow for life after work
- Message : Secure guaranteed Cash Flow for life! Register now for FA Matching to find an expert who ensures your money lasts
- Digital barrier? Might need support > Maybe not
- Fear reality and scammer and have been scammed
- Might need real FA face2face
"Trust" "Cross the river"
- Age : 28-40
- e.g. Home, Car > first car, first home
- May need to specific? and is this strong segment?
- Message : Don't gamble with your down payment! Register for FA Matching to get a safe, precise plan that guarantees your funds are ready on time.
- Age : 30-55
- High income jobs
- Time is the most valuable
- Message : "Match with an expert FA for hands-on strategy and gain exclusive 24/7 monitoring access via our platform. Delegate the work, own the insight."
- How to find in online world> need consult
- Age : 25-35
- Young Professional
- Wants to start investing but is afraid of risk
- Key point : Encourage them to try FA matching as a first step to investment world
- Could be mix with Family anchor??
P'Golf : Family, HNW
P'Kum : Large purchase
Cameron : Retirement
ลค ที่ FA อยากได้ แต่ยังไม่ได้
ลค ที่ไม่เป็น ลค ถ้าไม่มี FA match
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"ง่าย สั้น กระชับ"
คนมาซื้อประกัน
10/1 แพ้ไทยประกัน
10/10 irr สูงสุดfrom DC
- 25min+ เปิด บช ปัญหา CCD
- IBA ขายแทนได้ไหม