In your Fintech Playbook, the Fintech Entrepreneur Persona will look something like this.

Age
Education
Personality
Dress code
Reads
Groups
Interests
How to market to them
Initial contact
Phone or WhatsApp call, some of our clients are dropping a video introduction by Whatsapp. However a simple phone call will do.
Get to the point quickly
Your differentiators should show faster, more efficient, use of tech, specialisms like Bitcoin audits, your team are global and home based, you understand their sector.
Nurturing
Meals out with similar types, Chatham House Round Tables, think dating, interviews / podcasts.
When you meet them
- Dress to kill, they’ll never admit it but they like money and the trappings
- Partner profile should match the prospect, see the world through their eyes
- Give them confidence by knowing a lot about their success to date
- Flatter them through detailed questioning of them and their business
- Hold opinions on your solutions and allow discussion
- Close hard (they want strong advisors)
What will Chartered Developments do.
- Build, well researched, databases of companies and people
- Create leads – a constant flow of meetings
- Clients reviews and win/loss surveys
- Personal lead generation coaching
Our experience
For a 2 minute explanation here.
‘Note, this recording focuses on accountants and equally applies to law, investment management and other consultancies’