Top Marketing Strategies for Touchstone Investments

Touchstone Investments User Persona

Name:

John Miller

Age :

58

Gender :

Male

Occupation :

Business Owner

Industry :

Manufacturing

Education :

MBA

Preferred platforms

GOALS

• Secure a comfortable retirement for himself and his wife, allowing them to travel and pursue hobbies without financial constraints
• Ensure the long-term financial stability of his business, potentially including a succession plan or sale
• Grow his wealth strategically to leave a legacy for his children and support their future endeavors.

Frustrations

• Navigating complex retirement plan options for his employees and himself
• Feeling overwhelmed by the sheer volume of investment information and struggling to make informed decisions
• Worrying about market volatility and its potential impact on his retirement savings and business assets.

Name:

Susan Chen

Age :

32

Gender :

Female

Occupation :

Marketing Manager

Industry :

Technology

Education :

Bachelor's Degree, Marketing

Preferred platforms

GOALS

• Aggressively save and invest to purchase her first home in a competitive housing market
• Achieve financial independence and the flexibility to pursue her passion for photography part-time or start her own business
• Plan for her future family's financial well-being, including saving for her children's education.

Frustrations

• Managing her finances and investments while juggling a demanding job and active social life
• Feeling uncertain about the best investment strategies to reach her financial goals
• Feeling overwhelmed by the thought of retirement planning and feeling like it's too far in the future to prioritize.

Name:

David Garcia

Age :

67

Gender :

Male

Occupation :

Retired Teacher

Industry :

Education

Education :

Master's Degree, Education

Preferred platforms

GOALS

• Generate a reliable stream of income from his retirement savings to supplement his pension and maintain his current lifestyle
• Protect his savings from inflation and ensure his money lasts throughout his retirement years
• Support his grandchildren's education expenses and potentially help them with a down payment on a home in the future.

Frustrations

• Understanding the different withdrawal options available to him and how they impact his taxes
• Adjusting to a fixed income and potentially having to cut back on certain expenses
• Feeling concerned about healthcare costs during retirement and how they might affect his financial security.

Touchstone Investments Geographic and Demographic Insights

Geographic Insights: Touchstone Investments' primary market is the United States, with a significant majority of users, followed by Canada and the United Kingdom.

Demographic Insights: Touchstone Investments' target audience skews towards individuals aged 45-64, with a slightly higher male representation.

Touchstone Investments Socio-economic Profile

Household and Income Insights: Touchstone Investments' targets mainly individuals from households of 2-4 people, with a large segment having medium to high income levels.

Educational and Employment Insights: Touchstone Investments' targets individuals with University or College degrees, primarily those employed full-time or are business owners.

Touchstone Investments Behavioral Insights

Interest-Based Insights: Touchstone Investments' audience is interested in financial news, retirement planning, and investment strategies, reflecting their financial planning needs.

Technology and Social Media Usage: The audience prefers Facebook, LinkedIn, and YouTube, primarily accessing content through desktops, indicating a preference for traditional online platforms.

Touchstone Investments Top Competitors