Fill the Gaps in Four Meetings and Find New Organic Growth
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Ideal Personas - Up to 9 client personas. This includes your FOCUS-2 that will give you the fastest growth and greatest client satisfaction. You’ll get a messaging guide for all 9 personas – it gives you a shortcut to the messaging that resonates most with them. But your core messaging should be optimized for your FOCUS-2 for fastest growth.
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Value Proposition - Clearly communicate your unique value in the language of how it transforms your ideal clients' lives. Avoid generic language like, "We customize a plan for you." (You and 450,000 other advisors).
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Marketing Plan - Stop hoping for great outcomes. Start with a plan based off a proven framework that repeatedly drives organic growth.
| Features |
Organic Growth 2
Two out of three organic growth essentials
$97
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Organic Growth 3
All three organic growth essentials
$7697
$997**
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| Up to 9 Client Personas Includes your FOCUS-2 that will give you the fastest growth and greatest client satisfaction. | ✓ | ✓ |
| 4 Questions 4 Message Clarity This is a messaging shortcut. Instantly identify the persona you’re working with, and this will give you the messaging that resonates most with them. | ✓ | ✓ |
| Value Transformation Messaging Course Simple online course that has you self-identify how you transform what someone has, feels, their average day, and their status after working with you. (You always get paid the most for transforming someone's status.) | ✓ | ✓ |
| DONE WITH YOU: Value Transformation Messaging development. We'll help you find the words that describe how you transform what someone has, feels, their average day, and their status after working with you. (You always get paid the most for transforming someone's status.) | × | ✓ |
| Custom Marketing Plan Includes your priority 90-day execution sprint. This will give you the big picture of what you need to do in your marketing as well as a short-term tactical plan to start on the right things. | × | ✓ |
| Get it Now | Get Started | |
| Bonuses | ||
| Bonus 1: Get Your Message Out*** Guest on one or both of our podcasts. Fiduciary Alchemy targets high-net-worth investors looking for investing, planning, and legacy insights. Leaders & Legacies is ranked top 2.5% globally according to ListenNotes and celebrates leaders making an impact beyond themselves. | ✓ | ✓ |
| Bonus 2: Instant Social Content*** You will receive 3-5 fully formatted social media clips (about 30-seconds each). They will focus on key points you made during your podcast interview. You'll also receive accompanying social media text and hash tags. | ✓ | ✓ |
| Bonus 3: Raw content you can repurpose any way you want.*** You'll receive the full raw content from your podcast episode. This is great content to repurpose for social media, your website, or anywhere else. | ✓ | ✓ |
| Get it Now | Get Started |