3 FinServ Persona Tips

Financial services marketers can dream about acquiring ideal customers, find out who their actual customers are and reconcile the two, all in the effort to create personas that allow them to better target both.

In “How to Speak So Your Clients Will Listen (And Invest)” that Forbes.com published on Friday, Sari Holtz first talks about the pie-in-the-sky ideal financial services customer. She points out how FinServ marketers may discover these aren’t their actual customers.

“Making assumptions about who your audience is can be a dangerous way to run a business,” Holtz says.

Dream FinServ Marketing Persona

Anyone who’s ever looked at an online dating profile knows that real consumers can never look like what financial service marketers want them to be — but the dream stage can be fun.

So