Persona template for a financial services website, Joshua
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.
Joshua is motivated by being able to visit his children all throughout the country. Joshua 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.
Joshua is 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
Website visit goals for www.acme-fin.com.au
Learn how to make your website easier to use for 'The client that wants a new advisor' persona.
'The client that wants a new advisor' has recently been visiting websites in the financial services sector and has arrived at www.acme-fin.com.au. Joshua has found that most of the websites in the financial services sector have similar messaging and wants to know the main points of difference of Acme Financial Pty Ltd.Important
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
- Marital status: married
- Children: no
- Education level: an Undergraduate degree
- Technical level: not comfortable
- English level: fluent