Based on my research and evaluations, I will develop, implement and maintain the following market segment:

Name:______________________________   Date:__________

Market Summary

Summarize the qualifying and other information about the market segment you've identified.

Note: Market Summary forms have been provided for two
market segments. Make additional copies, as needed.

Market Segment #1

Definition & Location
Demographics
Common Characteristics
Common Wants & Needs	Related Products & Services
What do they expect of financial services professionals?
Why should I be doing business with the members of this market segment?
How the Market Communicates
Sources of Prospect Names, Addresses, & Telephone Numbers
Personalities of Influence
Situations of Significant Influence
Leverage Situations
Recommendations
Additional Comments

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