BOS EPBM April 4th by Echo Han https://padlet.com/echohan/2x87333yh0z31uc5 en-us 2022-04-04 06:58:42 UTC 2022-04-04 08:48:35 UTC hello@padlet.com Personas Instructions echohan https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128106895 As a group, choose one persona

Identify their Jobs To Be Done (Functional, Emotional, & Social) 


]]> 2022-04-04 07:00:51 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128106895 Persona 1 echohan https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128107091 2022-04-04 07:01:02 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128107091 Persona 2 echohan https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128107257 2022-04-04 07:01:12 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128107257 Persona 3 echohan https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128107485 2022-04-04 07:01:24 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128107485 Jobs to be done echohan https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128108066 Functional - Tasks people want done
Emotional - How people want to feel and be perceived while executing the functional job
Social - How people want to be perceived by others

]]> 2022-04-04 07:01:53 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128108066 Jobs to be done echohan https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128108314 Functional - Tasks people want done
Emotional - How people want to feel and be perceived while executing the functional job
Social - How people want to be perceived by others

]]> 2022-04-04 07:02:05 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128108314 Jobs to be done echohan https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128108479 Functional - Tasks people want done
Emotional - How people want to feel and be perceived while executing the functional job
Social - How people want to be perceived by others

]]> 2022-04-04 07:02:14 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128108479 Jobs to be done echohan https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128108593 Functional - Tasks people want done
Emotional - How people want to feel and be perceived while executing the functional job
Social - How people want to be perceived by others

]]> 2022-04-04 07:02:19 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128108593 Jobs to be done echohan https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128108693 Functional - Tasks people want done
Emotional - How people want to feel and be perceived while executing the functional job
Social - How people want to be perceived by others

]]> 2022-04-04 07:02:24 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128108693 Chan Chun Wei https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128126000 Functional: 
Needs: 
1) Platform to share his leadership traits with other entrepreneurs. Cross segment education where they can learn on other business
2) Cross selling items based on data we have. Bespoke services.  Introduce clients to luxuries they are unaware of.

Partners - Luxury brands.

Charge - Commission based on sales





Solutioning: Diversification, needs to be educated on different asset classes. Other industries can be beneficial.

Emotional : Seeking trust. Provide solutions while actively engaging him.

Social: Wealth as key indicator of success (Patek, Lambo, Z4) . Include him in client conference, meetings where he can resonate his above "philosophy" ]]> 2022-04-04 07:14:45 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128126000 Adrian Thio https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128127313 2022-04-04 07:15:31 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128127313 persona 3- Functional https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128129081 1. continue to grow his wealth
2. fund his lifestyle]]> 2022-04-04 07:16:47 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128129081 https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128130673
Functional: (1) Wants to make more money but also preserve wealth (2) Provide for his family

Emotional: (1) Needs challenge (2) Enjoy the high life (3) care for family/ leave legacy for daughter

Social: Enjoy the high life, perceived as successful

]]> 2022-04-04 07:17:55 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128130673 Emotional https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128130700 1. Feel he has a good deal
2. I keep to what i understand
3. Wealth + success]]> 2022-04-04 07:17:56 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128130700 Emotional and Social https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128132655 "Living the high life" - wants to enjoy special experiences and also wants to be perceived by others as being successful]]> 2022-04-04 07:19:17 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128132655 Functional https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128133668 1 grow wealth esp for his daughter 
2 can take risk PE 
3 young and successful]]> 2022-04-04 07:20:00 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128133668 Profile 2: Bea Bautista-Razon https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128134156 Functional - wishes to have financial independence

Emotional - wants to be independent - derived from what she said - e.g. doing MBA by herself. 

Social - like to volunteer and advance social causes (e.g. Amnesty International, Burning Man). Wants to express herself in her own way.

]]> 2022-04-04 07:20:15 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128134156 Social https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128134413 1. for the world to see him and his family as successful]]> 2022-04-04 07:20:27 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128134413 Functional https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128135418 Wants to grow his personal assets, leveraging on his expertise in technology

]]> 2022-04-04 07:21:09 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128135418 Emotional https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128136781 1 ultimate optimizer - so he knows he needs to get a good return for the effort 

2 likes to live to the fullest and wants the best
3 likes to be own boss

]]> 2022-04-04 07:22:09 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128136781 Emotional https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128137747 Wants to leave legacy for his daughter to ensure her financial security in future

]]> 2022-04-04 07:22:42 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128137747 Emotional https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128138944 Wants to make sure his family has the best experiences money can buy]]> 2022-04-04 07:23:25 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128138944 Emotional https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128139792 Wants to be his own boss]]> 2022-04-04 07:23:54 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128139792 Social https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128141040 1 needs to be fairly high profile to raise capital for his own company
2 likes the finest things in life and would like to gain exclusive access.]]> 2022-04-04 07:24:51 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128141040 Emotional https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128142447 Pursues excellence

]]> 2022-04-04 07:25:52 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128142447 Building Blocks of your platform business echohan https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128152131
  • Describe your customer
  • What service would you offer to your customer?
  • Who and how will you charge?
  • Who else do you need to make these services work?
  • Explore the kinds of data the platform could generate. 
    • ]]>     2022-04-04 07:32:49 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128152131     customer https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128156744 young and driven , successful , efficient, can take risk]]> 2022-04-04 07:36:31 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128156744 Services https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128158626 Introduce him to Trust and insurance 
    for legacy planning
    and PE Team for exclusive deals
     ]]>     2022-04-04 07:38:04 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128158626     Services https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128160841 Next Gen RM, targeting the young and restless

    Client experience : dinners and exclusive deals travels etc

    form groups like minded clients eg where to eat etc ]]>     2022-04-04 07:39:50 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128160841     Charge https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128163009 Client experience is free, to attract
    Trust fees, insurance  and successful PE are core fees
    and potential referrals ]]>     2022-04-04 07:41:33 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128163009     Platform Business https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128163766 - Social activities for like-minded clients: e.g. Art, Dance, Social causes. Have a community together - exchange ideas, be a patron, raise funds. We can be the platform to bring people together. ]]> 2022-04-04 07:42:09 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128163766 Who else we need to make it work https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128166251 hospitality groups, exclusive deals with travel agents etc
    PE companies

    ]]>     2022-04-04 07:43:52 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128166251     https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128169714
    Concierge service for access to exclusive and luxury experiences (e.g. fine dining, private chef, wine tasting, etc)

    No charge to clients to encouraged-party partners can share the costs

    ]]>     2022-04-04 07:46:11 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128169714     Kind of Data https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128175330 generate clients' type of requirements for investment eg type of PE 
    understanding client's taste and needs for his profile type
    for effective segmentation for future marketing]]>     2022-04-04 07:50:11 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128175330     BMC- Key Questions echohan https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128187562
  • Who are the customers
  • What is the offer?
  • How do we maintain relationships?
  • How do we reach them? 
  • Who helps us deliver? 


    • ]]>     2022-04-04 08:00:00 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128187562     Platform for luxurious or prestigious items/services echohan https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128199382 2022-04-04 08:09:57 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128199382 Business Model Canvas echohan https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128204239 2022-04-04 08:13:21 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128204239 Features of Amazon Platforms echohan https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128205085 2022-04-04 08:14:06 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128205085 who are our customers https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128218263 young, high achiever, knows what he wants]]> 2022-04-04 08:24:27 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128218263 Who are customers? https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128218989 1. Ultra high net worth clients + have indicated interest 
    2. Discretion to include clients that does not fit above criteria]]>     2022-04-04 08:24:57 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128218989     BMC - Concierge service https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128220305

    Customers: Users of the concierge service, e.g. Adrian Thio

    The Offer: One-stop platform to satisfy a wide range of luxury experiences and access to exclusive services; convenience

    How to maintain relationships: Dedicated concierge staff. Encourage participation. Targeted alerts customised to clients' preferences. Sign-up membership fee.

    How do we reach them: Direct outreach to existing customer base. Premium listing of services through existing client interface.

    Who helps us deliver - our key Partners: Luxury watch sellers; top hotels, fine-dining restaurants; private jet; other clients

    ]]>     2022-04-04 08:25:53 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128220305     what is the offer https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128222125 delivering the whole bank to the the client 
    reaching the right community via exclusive access, concierge services, leading to customised solutions that will pay ]]>     2022-04-04 08:27:12 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128222125     how to maintain the relationship https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128225322 next Gen RM (human touch} that knows the demands and needs of the young client base, holistic approach

    ]]>     2022-04-04 08:29:28 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128225322     Fees https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128228264 The service is free, the idea is to get the client to use the other services he needs
    eg Trust for legacy planning
    Pe for his taste of investing in PE
    possible future capital raising for his own company 

    ]]>     2022-04-04 08:31:47 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128228264     how do we reach them https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128232080 through partnership and collaboration externally eg communities etc, joint events : 
    members get members
     and internally look at how we can up sell with existing or new products ]]>     2022-04-04 08:34:32 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128232080     What is the offer https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128233084 1. Access to unique and exclusive opportunities
    2. Tapping into client network for privileged access to products, experiences (only available via bos and its clients)

    ]]>     2022-04-04 08:35:15 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128233084     Business Model Canvas https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128236957 Who are the customers
    Our client's

    How do we maintain relationship?
    Community / coaching - ocassional webinars

    What the offer?
    ESG 
    Create Movement
    Media publicity 
    Allow them to showcase their passion

    How do we reach them
    App, emails, phone calls, everyday mailer, invitation

    Who pays for what
    Sponsor
    Vendors
    Like-minded corp/individuals
    friends/connection

    What do we need to do 
    Curate the activity 
    ESG - ensure compliance

    Who helps us deliver
    Our partners
    named sponsor
    counterparties








    ]]>     2022-04-04 08:38:16 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128236957     Maintain relationship/reach them https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128240391 1. exclusive events and offers
    2. Enhance existing database
    3. ]]>     2022-04-04 08:40:35 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128240391     Channels https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128245259 1. specialists in luxury products/services (internal or outsourced?)
    2. RM as main client contact point]]>     2022-04-04 08:44:17 UTC https://padlet.com/echohan/2x87333yh0z31uc5/wish/2128245259