Finance

First-Time Investors

Customer
Someone beginning to invest
Context
Entering a field where all advice has a motive

The Jobs of someone putting money into something they do not yet understand, among people who gain when they do.

5 Jobs

  1. 01When I first put money into an investment, I want to understand what I am buying, so I am not staking money on what I cannot follow.5 Pains · 5 Desired Outcomes · 5 Existing Solutions
  2. 02When my holding falls, I want to keep my head, so I am not selling at the worst moment.5 Pains · 5 Desired Outcomes · 5 Existing Solutions
  3. 03When I meet offers promising a great deal, I want to recognise them, so I do not lose what took years to save.5 Pains · 5 Desired Outcomes · 5 Existing Solutions
  4. 04When I decide how much goes where, I want to know what I can bear, so I am not staking more than I can sleep on.5 Pains · 5 Desired Outcomes · 5 Existing Solutions
  5. 05When I need the money I invested, I want to get it out, so my own money is not stuck in a product.5 Pains · 5 Desired Outcomes · 5 Existing Solutions

The four perspectives are for Pro Members

The Job statements in this Set are open to everyone. Pains, Desired Outcomes, Existing Solutions and Opportunity Gaps live inside the community, for Pro Members.

See Pro Member