investor buying & financial planning
Post on 18-Aug-2015
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INVESTOR BUYING CHARACTERISTICS & FINANCIAL PLANNING
Active /
Potential
Dormant /
Potential
Managed /
Informed
Neutral /
Repetitive
Corporate
Personal
Financial Planning
& Markets
INVESTOR BUYING
BEHAVIOR
• Tax Aspect • Insurance • Retirement • Estate Aspect
• Reorganization • Tax & Dividend
Aspects • Insurance • Investment
Avenues
• Tax Aspect • Customer Augmentation
Institutional
8/18/2015 1
Financial Consulting
& Broking
Portfolio Mix
& Funds Pooling
Prospecting Presenting Deal making Follow up
• Anchoring • Optimism • Conformism • Conservatism
• Over confidence • Biased • Optimism
Financial Analysis
Ratios & Trends
Users • Managers & Employees • Investors & Creditors • Customers • Tax & Regulatory
Authorities
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