T.A.N.G.O. Targeting Framework

1. Targetable

Are your descriptors quantitative? Will we be able to find these people using digital filters?

Good

Age

Location

Profession

Company

Gender

Bad

Complicated finances

Wants good service

Nice to work with

Needs help

2. Asset-Rich

Are the people in this group profitable for you on average?

3. Nuanced Pain Point

Do the people in this group share a common financial pain point that you understand and can help with?

Good

W-2 Executives

Founders looking to exit

Doctors/Medical

Tech Employees

Veterans

Bad

Skiiers

Star Wars Fanatics

Anything hobby related

Religious

Examples

Bad

Friendly person who has uncertainty about their retirement plan and values good customer service

Good

Enginner at NVIDIA in their New York office, with a title of Director (or above), aged 35+

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