1) My offer: Financial Strategy for wealth creation. 2) My #1 traffic source (pick ONE for now):☐ Referrals 3) Where people will find me (be specific): Networking groups 4) My opt-in (how they become a lead): DM for free Introductory call 5) Where I will nurture them (pick 1–2):☐ FB group☐ Text messages☐ Calls/voice notes 6) My CTA (how they buy):☐ Book a free strategy call 7) I have no upsell (small add-on after purchase) 8) I have no downsell (if they say no) 9) My funnel in one line (Stranger → Client):They find me through referral → opt in with __________ → I nurture with calls, emails & texts → CTA is book a free Introductory Call→ Schedule Strategy Call → Complete appliction. 10) What I want feedback on:Where does my funnel feel confusing or weak?

1) My offer (1 sentence): Financial concepts for leveraging assets for wealth creation and funding retirement with O.P.M. 2) My ONE main traffic source for the next 30 days (pick ONE):Referrals 3) Why I chose this (1 sentence): because I'm reletavely new to this space; specialize niche 4) My destination link (where I’m sending traffic):☐ Book a callDestination: Callendly 5) My ONE repeating message (my “hook”):I help business owners and high-income earners leverage assets for wealth creation and fund retirement with O.P.M (result) in 90 days without little to no out of pocket cost. 6) My weekly plan (simple + realistic):If I chose Paid Ads, my weekly plan is: - I will ask 3 people per week for referrals - Who I’ll ask: CPAs, commercial lenders, business coaches, etc. - What I’ll say: Wealth isn't just about what you earn—it’s about how you leverage what you have. Not sure if your high net worth clients' assets is optimized for liquidity? Refer them here and I’ll help you ensure they aren't leaving money on the table. 7) My “minimum commitment” for the next 7 days:I will attend and participate in 1newworking event every weekday this week. 8) What I want feedback on:Is my traffic plan too big, too vague, or missing something?

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?

Today is @Tarna Fuller's birthday! We hope you have an amazing day surrounded by the ones you love most! 👇 Let's celebrate in the comments

I'm married and a stay-at-home mom to 3 kids. Located in Lake City, Georgia. I'm a Financial Advisor - specialize in helping individuals build wealth, lower taxes and, use O.P.M to fund their retirement. Need help with attracting high-net-worth prospects.