1) My current offer (1 sentence): Financial strategies to master asset leverage and create a multi-generational legacy.
2) Who it’s for (be specific):I help business owners and high-income-individuals.
3) Their #1 problem:They’re struggling with optimizing asset leverage and cashflow.
4) My solution (what I help them do):I help them lowering taxes, use O.P.M to fund retirement & have $1 working for them in two or three places at once.
5) The pain points they hate (what they don’t want to do):They don’t want to:
- Taxes
- Unpredictable Retirement Fund
6) My improved offer using the Value Equation:I help business owners reduce tax drag, maximize asset leverage, and set up O.P.M.-funded retirements in 90 days little to no out-of-pocket cost .
7) Pricing direction:I think this is a: High Ticket Offer, however, there is no up-front cost for the client.
8) What I want feedback on:Do you think this is clear + “stupid to say no to”?Yes/No — and what would you change?