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Persona template for: The client that wants a new advisor

Persona template for 'The client that wants a new advisor' that will save you time and money. Learn how to make your financial services website easier to use for Joshua.

Meet 'The client that wants a new advisor', Joshua

"I already have a financial plan and a financial adviser. It’s going OK… but maybe I should get a second opinion"

Joshua is skeptical that his current advisor is doing everything they can for him.

This persona is motivated by being able to visit his children all throughout the country. This persona is 58, lives in a coastal area and works in the suburbs. Joshua is married, has no children and is often kept busy with getting his last child through school.

People like Joshua are not comfortable with technology.

He does not want his current advisor to take it personally because they have been working together for many years.

How Acme Financial Pty Ltd can help Joshua

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Social media usage for Joshua

Of all the time spent on social media on an average day, the distribution of time is as follows:

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The client that wants a new advisor
Stats for 'Joshua' insert_chart
  • Life-stage: preparing for retirement
  • Age: 58 years
  • Annual income: $51,000 - $70,000
  • Industry: retail
  • Internet usage: once a day
  • Social media usage: not active
Relationships group
  • Marital status: married
  • Children: no
Education/skills school
  • Education level: an Undergraduate degree
  • Technical level: not comfortable
  • English level: fluent

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