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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Information on this site is intended to be educational in nature only and should not be used as a substitute for professional legal counsel.

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Bethesda, MD 20814

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Prevent Unwanted Changes to Your Google Profile

November 07, 20241 min read

We hear these stories every day: advisors getting kicked out of their profiles, information being out of date (wrong phone number or website), or even worse, the office being marked as "permanently closed."

These changes happen all the time, but it's easy to prevent with the appropriate settings.

First of all, make sure you have access to your firm's profile. To do this, just search for "My Business" in google.

If a dashboard that looks like this shows up, you have access. If it doesn't and you see regular search results, you need to get access.

google profile dashboard

Once you see this dashboard, click into "edit profile" and there you will see the email address used for notifications. Make sure these don't go to spam!

When you click into "edit profile", you'll see any proposed changes in red. Make sure to review these and accept or reject appropriately. This is what it will look like:

proposed changes to profile

It's important to know that if you don't actively reject proposed changes, Google will typically approve them automatically.

Logging in bi-weekly should be enough for you to catch anything suspicious, it's really as simple as just that, being on top of it regularly! More info from Google's support website here.

We help advisors with their profiles every day, head over to tangomarketing.co/services to learn more

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