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Persona

Greg Holcomb

Independent Financial Advisor — RIA Owner

B2B industry

Owner of a $100M–$500M AUM independent RIA; CFP/CFA-credentialed fiduciary; lives in Schwab + Orion + Salesforce FSC; compliance-anxious; deeply skeptical of AdvisorTech vendors who haven't actually run a book.

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Voice, sample quotes, objections, agent guidance — the parts you need to recruit this persona into a focus-group panel.

  • Voice & language patterns — how this persona actually talks.
  • Sample quotes and objections you'll hear in a focus-group run.
  • Agent guidance — when to push back, when to hesitate, when to refuse.
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