Merit Advisors is the most trusted wealth management advisors in OKC that helps their affluent clients develop strategies and solutions to manage their finances. They provide cross-border planning solutions that generate consistent & positive returns over the long-term. https://www.meritadvisors.com/our-team/

Just starting my research now, thought I'd try to hit the lazy web!

By Jobs I mean:

What functional jobs is your customer trying get done? (e.g. perform or complete a specific task, solve a specific problem, ...)

What social jobs is your customer trying to get done? (e.g. trying to look good, gain power or status, ...)

What emotional jobs is your customer trying get done? (e.g. esthetics, feel good, security, ...)

What basic needs is your customer trying to satisfy? (e.g. communication, sex, ...)

By Pains I mean:

What does your customer find too costly? (e.g. takes a lot of time, costs too much money, requires substantial efforts, ...)

What makes your customer feel bad?(e.g. frustrations, annoyances, things that give them a headache, ...)

How are current solutions underperforming for your customer? (e.g. lack of features, performance, malfunctioning, ...)

What are the main difficulties and challenges your customer encounters? (e.g. understanding how things work, difficulties getting things done, resistance, ...)

What negative social consequences does your customer encounter or fear? (e.g. loss of face, power, trust, or status, ...)

What risks does your customer fear? (e.g. financial, social, technical risks, or what could go awfully wrong, ...)

What’s keeping your customer awake at night? (e.g. big issues, concerns, worries, ...)

What common mistakes does your customer make? (e.g. usage mistakes, ...)

What barriers are keeping your customer from adopting solutions? (e.g. upfront investment costs, learning curve, resistance to change, ...)

By Gains I mean:

Which savings would make your customer happy? (e.g. in terms of time, money and effort, ...)

What outcomes does your customer expect and what would go beyond his/her expectations? (e.g. quality level, more of something, less of something, ...)

How do current solutions delight your customer? (e.g. specific features, performance, quality, ...)

What would make your customer’s job or life easier? (e.g. flatter learning curve, more services, lower cost of ownership, ...)

What positive social consequences does your customer desire? (e.g. makes them look good, increase in power, status, ...)

What are customers looking for? (e.g. good design, guarantees, specific or more features, ...)

What do customers dream about? (e.g. big achievements, big reliefs, ...)

How does your customer measure success and failure? (e.g. performance, cost, ...)

What would increase the likelihood of adopting a solution? (e.g. lower cost, less investments, lower risk, better quality, performance, design, ...)

I recently found out about a trust in my name. What should I know?