Problem: Many individuals struggle with aligning their personal values and behavior with their financial planning and estate management, leading to a disconnect that can cause emotional distress and mismanagement of assets.

Solution: A content-based advisory platform offering personalized guidance on integrating personality and behavioral insights into estate and financial planning. This service would provide resources, personality assessments, and behavioral finance tips to help users create plans that reflect their values and lifestyle goals.


online platform content creation analytics behavioral finance models

IndustryPersonality & Behavior

UniquenessThe idea blends personality science with financial planning in a way that's not commonly seen in the traditional estate planning market. While there are competing financial advice platforms, none focuses exclusively on this behavioral-personality intersection.

1%market share

Market shareAssuming the US market for estate planning services is around $20 billion annually, capturing even 0.1% of this market translates to $20 million in revenue. Assuming a conservative approach through a content model without direct services, aiming for 0.01% ($2 million) in 5 years is reasonable.

Expansion opportunities: (...)

Time to launch3-6 months

Ideal funding$500 - $5,000 (approx)

  1. Personality and values questionnaire: A set of questions that help users to identify their core values and personality traits.
  2. Content library: Articles and guides on how personality affects financial decisions, with a focus on estate planning and annuity investments.
  3. (...)

Roles neededcontent creator, SEO specialist

Resource calendar: (...)

Marketing strategy
  • Social media campaigns: Targeting groups interested in personal development and financial planning.
  • SEO-focused blog content: Using targeted keywords to attract organic traffic from search engines.
  • (...)
Monetization options
  • Affiliate marketing: Partnering with legal, financial, and insurance services to earn commission on referrals.
  • Sponsored content: Collaborating with related businesses for them to sponsor specific pieces of content.
  • (...)

(more details in account)

* This idea is generated using public sources of information. It is not a legal or business advice. Please verify before using it.

Legal riskMain legal risks entail ensuring compliance with financial advisory regulations while only providing educational content, not direct financial advice. This can be mitigated by clear disclaimers and perhaps engaging a legal consultant for initial setup.

Regulations: (...)