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mindset segmentation

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The 4 money <strong>mindset</strong>s<br />

ACHIEVERS<br />

15/34<br />

Feeling excited and optimistic about saving<br />

They are<br />

determined to<br />

get what they<br />

want<br />

“I feel excited because the checks we are depositing will go towards<br />

our Asia trip in a few months. I feel secure and proud that we [my<br />

husbund and I] were able to make it.” — Anne B., 33<br />

Budgeting to make sure my goal is reachable<br />

Now we’re setting aside money [from the monthly income] for<br />

improvements to the house and setting budgets for groceries,<br />

entertainment…” — Kenny M., 31<br />

Banks have a golden opportunity to make<br />

Achievers into lifelong clients by helping them<br />

to reach their goals.

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