Customer Persona and Acquisition Process of a Financial Advisory Firm

The main goal is to establish a faster way to identify clients for our consulting business. The initial step is to establish a customer persona and niche (which is already somewhat defined), and after that establish a method to identify and streamline clients/companies around the world who would have the higher chances of conversion into a client of our financial advisory business. Our business is financial advisory for sustainable and innovative businesses.

Customer Persona and Acquisition Process of a Financial Advisory Firm

The main goal is to establish a faster way to identify clients for our consulting business. The initial step is to establish a customer persona and niche (which is already somewhat defined), and after that establish a method to identify and streamline clients/companies around the world who would have the higher chances of conversion into a client of our financial advisory business. Our business is financial advisory for sustainable and innovative businesses.