Financial Services Through the Lens of Jobs-to-be-Done [JTBD Radio]
This week’s show features guest Stephen Mohan, Managing Director of Operational Services of Cofunds. Stephen joins us to talk about financial services through the lens of Jobs-to-be-Done.
We contrast how the financial planner’s view of the competitive set (retirement plans, mutual funds, stocks) differs from the competitive set that consumers construct (buy what I want now and go into debt, keep my money as cash to avoid risk, do nothing). The discussion then moves into the solution space, and we talk about a few methods that financial planners could use to match their offering to what consumers are looking for in order to draw more people into the market.
Listen to the Show
Make sure you don’t miss upcoming episodes! Subscribe to Jobs-To-Be-Done Radio using this feed.
iTunes/iPhone users can new subscribe to this Podcast in iTunes!
Coming Up Next Week
We’ll discuss Facebook’s new Facebook Camera offering and how they’ve leveraged the Instagram offering; Instagram for Video, and Social TV.