#003 – Inauro Wealth Management
Personas & Referrals
Published on April 2, 2018
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Understanding your personas is the first step to identifying low hanging fruit and how to get referrals – the gold standard of new clients.
Inauro Wealth Management is a boutique wealth management firm in South Yarra, Victoria. In business for more than 12 years, Inauro punches way above their weight with a higher than average proportion of high-nett worth clients. It all comes down to a solid philosophy of being responsive and maintaining a high degree of trust.
Having recently revisited their marketing strategy work and personas with Mark, he is now working with Inauro to update their marketing channels including the website and brochureware.
