Micro and small influencers in personal finance or lifestyle, aged 25-45, located in the US, active on YouTube and Instagram.

Product Positioning

Fearless Finance is positioned as a transparent and flexible financial advisory service. By emphasizing its fiduciary responsibility, hourly billing model, and lack of commission-based incentives, the brand appeals to consumers seeking personalized and unbiased financial advice. The service is accessible to a wide range of clients, regardless of their financial status, which differentiates it from traditional financial advisory services that often require minimum asset levels.

Target Customers

The ideal customer profile for Fearless Finance includes:

• Young Professionals: Individuals in their 20s and 30s who are beginning to build their financial portfolios and appreciate the flexibility of paying for advice as needed.

• Middle-Income Families: Families looking for financial guidance without the pressure of asset minimums or commission-based advice.

• Retirees or Near-Retirees: Older individuals who may need specific advice on retirement planning but do not want ongoing asset management services.

• Small Business Owners: Entrepreneurs who require financial planning for both personal and business finances but prefer a pay-as-you-go model.

Potential Influencer Matches

• Financial Educators: Influencers who focus on financial literacy and education. They can effectively communicate the benefits of Fearless Finance's model to audiences interested in learning about financial planning.

• Lifestyle Influencers: Those who cater to young professionals and families, sharing content about life management, work-life balance, and personal growth. They can introduce Fearless Finance as a tool for achieving financial wellness.

• Entrepreneurial Influencers: Influencers who target small business owners and entrepreneurs, discussing topics like business finance, growth strategies, and personal finance management.

Content Creation Ideas

• Educational Series: Create a series of videos or posts explaining common financial concepts and how Fearless Finance can help simplify them for clients.

• Client Testimonials: Share stories from satisfied clients who have benefited from the service, highlighting the flexibility and personalized advice they received.

• Interactive Q&A Sessions: Host live sessions where financial planners answer audience questions, providing a taste of the expertise and approachability of Fearless Finance.

• Day-in-the-Life Content: Showcase a day in the life of a financial planner at Fearless Finance, emphasizing their commitment to acting in the client's best interest.

• Financial Challenges: Encourage influencers to take on a financial challenge, such as budgeting or saving for a specific goal, using Fearless Finance's services to guide them.