Free Worksheet for Developing Buyer Personas as a Financial Advisor

How to Write a Financial Advisor Biography

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In the past we introduced developing buyer personas to you in this post on our blog. In fact, we created this worksheet (with a little help from Marbles the Moose) to assist with your next buyer persona brainstorming session!

The feedback on this free worksheet has been good so far. It has been good for people outside of the financial services industry as well. The worksheet is fairly scalable. Agnostic even.

We Do think that the best way to understand this marketing concept is to create your own buyer personas.

Developing Buyer Personas

Click here to download your own buyer persona worksheet! Remember, ideally you should create between 3-5 personas.

Once you create your own buyer personas, remember to target your content to one or more of your personas.


Author: Sara Ruthnum

Topics: buyer persona, Checklist/Template, client persona, Financial advisor template, Freebies, Template, worksheet

Disclaimer: The content of this article is for informational purposes only. If you are planning to implement a new marketing practice and are unsure what the regulations are, always contact your compliance department first.