ADVISOR PERSONAS
Stephanie, age 31
The keener
- Sociable
- Determined
- Insecure
“ I’m naturally a sociable person, and I like meeting people and building trust with my clients. It worries me a little that my salary depends on my sales results, but it keeps me motivated to push myself further and further. Even though it’s challenging for me to balance work and family at the moment, I’m committed to investing the time and energy it takes because I know my hard work will pay off. ”
The people part of my work is very important to me.
Motivations
Growing my client base
Building trust with my clients
Frustrations
Getting turned down a lot
Balancing work and family
Relationship with technology
Confidence level
Feng, age 48
The accomplished teacher
- Generous
- Empathetic
- Conscientious
“ I’m a teacher by training, and I enjoy taking the time with my clients to explain the financial concepts connected to their needs. I have a lot of experience under my belt, and I’m proud of what I’ve built so far. I’m happy with what I have and I’m confident the future is bright. What motivates me the most in my work is being able to advise my clients through every stage of their lives. I feel like they have every trust in me. ”
I’m very close to my clients and many have become friends.
Motivations
Educating my clients about their finances
Offering personalized solutions
Frustrations
Missing follow-up notifications
Making mistakes in tasks outside my expertise
Relationship with technology
Confidence level
David, age 40
The seasoned expert
- Confident
- Strategic
- Efficient
“ I’m not only an expert in my field, I set the bar high for all the other financial planners out there. I’m a born entrepreneur. I set myself ambitious goals and I’m very disciplined about working hard to achieve them. I surround myself with people like me—people who know what they’re doing and get what they want. ”
I appreciate recognition in my work, and I’m proud to be a high-flyer.
Motivations
Achieving my career goals
Being the best in my field
Frustrations
Working with inefficient tools
Losing face in front of my clients because I don’t have an answer