Friday, January 12, 2024

Acronyms for different client types

  • DINKYs - Dual Income, No Kids Yet
  • DONKEYs - Dual Overdraft, No Kids Yet
  • MINKs - Multiple Income, No Kids
  • OPALs - Older People, Active Lifestyle
  • SWELL - Single Woman Earning Lots in London
  • SEMI - Suburban Executive MIddle manager
  • MACs - Married And Comfortable
  • SITCOM - Single Income, Two Children, Outrageous Mortgage
  • LOMBARD - Lots Of Money But A Right Dope
  • SMARTIEs - Smart, Middle Aged, Risk Taking Individuals
  • PIPPies - People who Inherited Parents' Properties
  • WOOPies - Well Off Older People
  • FIZZ - Financially Independent, Zero Zeal, 
  • CHEERS - Couples Having Excessive Expenses, Really Splurging 
  • WITTY - Well-Invested, Thrifty, and Totally Young-at-heart 
  • CHARMs - Couples Happily Avoiding Real Money 
  • PAMPERs - Professionals Accumulating Money, Planning Exotic Retreats

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