I used the generational research as a jumping point for the personas. Using a extensive insight platform, I added specific search criteria and then dug in Excell to come up with identifying qualities for my 2 personas.
- Interested in Personal Investments
- Most likely to Use Financial Planner
- Income $50,000-124,999
- Also looked at popular millennials’ names
- 56-74-year-olds males
- Income $124,000+
- Market value $100,000
- Likely to invest
- Also looked at popular boomer names.