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Paradigm Life / PL Wealth Advisors

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Before
(Prospect)

1. My Target Market

Primary Target Market Summary

  • First-Generation Wealth Builders earning six figures and seeking guidance for building wealth.

Audience Type

  • B2C

Needs – Primary Buying Considerations

  • Financial clarity and control
  • Tailored wealth-building strategy
  • Confidence in financial future and legacy

Demographics

  • Age Range: 45–60
  • Gender: Both
  • Geography: United States
  • Income Level: $150K to $500K+
  • Profession: Entrepreneurs, doctors, lawyers, tech professionals, real estate investors

Psychographics

  • Lifestyle: Ambitious and hardworking
  • What they value: Financial security, legacy
  • Pain Points: Lack of financial clarity and roadmap
  • Buying Behavior: Seek trust and confidence in financial advice

Secondary Target Market (only if applicable)

  • Not provided

2. My Message to My Target Audience

Refined Elevator Pitch

  • Paradigm Life provides First-Generation Wealth Builders with true financial certainty and a clear prosperity roadmap through the WealthScore™ Blueprint, so they can build an enduring legacy with confidence and control.

Understanding Their Pain Points

  • Lack of clarity about their financial position and wealth-building strategy.
  • Currently overwhelmed by the complexities of transitioning from income to wealth building.
  • Fear of damaging hard-earned wealth due to lack of financial strategy.

Transformation

  • Gain a clear view of their financial health and future steps.
  • Emotional relief of finally achieving control and certainty over their wealth.
  • Navigating their financial future confidently, ensuring a lasting legacy.

Unique Selling Proposition (USP)

  • Based on Maslow's hierarchy with a comprehensive 4-3-2-1 Framework.
  • Clients receive a strategy mapped to their life goals with best-in-class benchmarking.
  • Personalized systems make us the only choice for financial clarity, confidence, and strategy.

Brand Values & One-Liners

  • 'Planning your legacy, building your freedom.'
  • 'From financial blindness to clarity, in under 60 minutes.'
  • 'Your wealth, your life, our expertise.'
  • 'We don't just assess, we prescribe financial certainty.'

Tone

  • Our tone is confident, empathetic, and assured. We aim to infuse our clients with a sense of control, empowerment, and optimism about their financial future.

Hero Text Idea

  • Flag Text: 'Wealth Building for America'
  • Main Headline: 'Navigate Your Path to Financial Freedom'
  • Sub Headline: 'Experience clarity and confidence in your financial future with the WealthScore™ Blueprint. From uncertainty to a clear strategy, we're with you all the way.'
  • CTA: 'Start Your Wealth Journey Now'

3. The Media I Will Use to Reach my Target Market

Website

  • Continual SEO optimization, with focus on financial planning keywords
  • Track events like eBook downloads, user sign-ups, and purchase initiations
  • Delegate more attention to mobile UX design, considering the busy lifestyle of target audience

Social Media

  • LinkedIn for educational content and professional engagement, posting 3 times a week
  • Facebook for engagement with older age demographic, using posts, and live videos
  • Instagram for visual portrayal of success stories, product features, and tips

Paid Advertising

  • Google Ads focusing on ‘financial planning’ and ‘wealth-building’ keywords
  • LinkedIn Ads targeting professionals like doctors, lawyers, and entrepreneurs
  • Facebook Ads for retargeting visitors, and focusing on the emotional appeal of financial freedom

Content Recommendations

  • 'First-Generation Wealth Builders Success Stories'
  • 'Navigating the transition from earning to accumulating wealth'
  • 'Benchmarking your financial health: Why it matters'

Podcasts

  • 'We Study Billionaires' for finance-savvy demographic
  • 'Money for the Rest of Us' with focus on creating lasting wealth

Directories

  • Join Financial Planning Association (FPA)
  • List Services on the National Association of Personal Financial Advisors (NAPFA)

Publications

  • Publish articles in the 'Financial Planning Magazine' and 'WSJ.com'
  • Submit guest posts to 'AboutMoney', and 'Investopedia'

Partnerships & Outreach

  • Collaborate with legal services, real estate firms, and accounting firms as they share similar audience
  • Engage in speaking events at investors' forums and entrepreneur meetups

SEO and Content

  • Regularly updated blog revolving around financial planning, wealth creating, and maintaining financial health
  • Focus on long-tail keywords related to wealth building, financial planning, and wealth management

Offline and Local Media

  • Sponsor local events aimed at entrepreneurs and professionals
  • Use direct mail to reach high-income neighborhoods
  • Promote services in local business magazines and air radio ads

Online Events

  • Host webinars on financial planning, wealth building, and transitioning from income to asset accumulation

Online Networking

  • Join Facebook groups and LinkedIn communities for entrepreneurs, professionals and real estate investors
  • Regularly engage in conversations on personal finance subreddits

Cold Outreach

  • LinkedIn: Connect and reach out to professionals under 45-60 age demographic
  • Email: Send personalized emails to leads showing interest in financial planning
  • Audiences: First-Generation Wealth Builders with $500k-25M Assets
During
(Lead)

1. My Lead Capture System

Lead Magnet

  • '7 Common Financial Mistakes of High-Income Earners and How To Avoid Them' EBook
  • 'Transitioning from Earnings Dominance to Accumulation Dominance: A Mini Guide'
  • 'Achieving Financial Certainty: A free Webinar replay to understand basics of financial planning'

Tripwire Offer

  • 1-hour discovery call for personalized financial review for a minimal fee
  • 3-month trial membership with limited access to financial tools
  • Low-priced entry product: 'Introduction to Financial Planning & Wealth Building' online course

Welcome Sequence

  • Email 1: Welcome note and eBook download link
  • Email 2: Introduction to Paradigm Life and 'WealthScore™ Blueprint' framework
  • Email 3: Invitation to webinar or discovery call
  • Email 4: Introduction to 'WealthScore™ Blueprint' benefits
  • Email 5: Invitation to join with early bird offer

Segmentation

  • Tagging based on industry (Entrepreneurs, Doctors, Lawyers, Tech professionals, Real Estate Investors)
  • Segment based on wealth stages (Certainty, Vitality, Independence, Freedom)
  • Track engagement and purchases for personalized follow-ups

Chatbot and Automation

  • Chatbot introducing Paradigm Life and helping visitors navigate the website
  • Interactive quiz for visitors to identify their wealth stage
  • Automations to notify sales team when a lead requests a call or shows purchase intent

2. My Lead Nurturing System

Marketing CRM

  • Current platform: Hubspot
  • Automation capabilities: Email Communication, Website interaction tracking, Landing Pages
  • Recommended improvements: CRM segmentation based on wealth stages and professional interest

Sales CRM

  • Current platform: Salesforce
  • Pipeline tracking or handoff process: Prospects transferred to sales team post lead scoring
  • Recommended upgrades: Regular CRM data cleansing and enrichment, sales force automation for faster conversions

Automated Follow-Ups

  • Types of automations: post-opt-in follow up, weekly nurturing, cart abandonment, re-engagement campaign
  • Frequency or triggers: User interaction on website, email opens/clicks, period of inactivity

Newsletter

  • Frequency: Bi-monthly
  • Topics or content pillars: Financial planning tips, industry updates, success stories
  • Segmentation: based on wealth stages and professional industry

Retargeting & Ads

  • Platforms and goals: Google ads for keyword targeting, LinkedIn ads for professional targeting

Social Media and Content

  • Posting frequency: thrice a week on LinkedIn, twice a week on Facebook and Instagram
  • Content type or campaign focus: Success stories, financial tips, introduction to financial planning

Webinars and Events

  • Suggested cadence or purpose: Bi-monthly webinars focused on financial planning, regular offline events

Other Nurture Channels

  • SMS reminders for webinars and events
  • WhatsApp Business for customer support and quick queries
  • Chatbots for instant engagement and data collection

3. Sales Conversion Strategy

Sales Process

  • Current Process: Structured, sequencing from awareness to customer excitement and ascension
  • Friction Point 1: Lack of engagement between 'Engage' and 'Subscribe' stages. Create an email drip campaign to nurture leads
  • Friction Point 2: Potential loss of customer post-conversion. Improve after-sales customer service with follow-up calls
  • Implement Hubspot CRM for tracking lead statuses and automating follow-up

Sales Assets

  • Sales Call Script: Address client concerns and objectives for tailored financial plans
  • Proposals: Personalized to individual client financial goals and life stage
  • Pitch Deck: Showcasing unique 4-3-2-1 Framework and ongoing strategy support
  • Case Studies: Demonstrate success with real client examples to instill trust
  • Create Missing Asset: Financial 'Health-check' SOP to assist in client onboarding

Testimonials and Case Studies

  • Collection Strategy: Post-purchase surveys for feedback and testimonials
  • Display Locations: Website's testimonial section, Sales Proposals, Social Media

Conversion Rate Insights

  • Collect Engagement Data: User interactions, time spent on website, click-through rates
  • Implement A/B testing to optimize sales funnel and conversion rates

Urgency and Offers

  • Seasonal Promotions: Financial planning packages for Tax Season
  • Scarcity: Limited slots for personalized Clarity Calls
  • Fast Mover Incentives: Early bird pricing for new service offerings

Guarantees and Risk Reversal

  • Assurance Mechanism: 30-day money-back guarantee if not satisfied with service
  • Create an Objection-handling script addressing common concerns

Shock and Awe

  • Welcome Kit: Branded financial planning journal and personalized note
  • Surprise Gift: ‘Financial Independence’ branded merchandise for achieving milestones
After
(Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

  • Welcome email highlighting their first steps in the WealthScore™ Blueprint journey.
  • Include a video walkthrough to familiarize with their online hub and resources.
  • Kickoff call to discuss their unique financial situation and future goals.

Communication Cadence

  • Weekly personalized financial tips and progress updates via email.
  • Monthly detailed performance summaries via email and the client hub.
  • Quarterly review calls to discuss progress, revise goals, and update WealthScore™.

Client Education

  • Online client hub filled with educational resources; videos, guides, FAQs.
  • Regular webinars to educate on wealth patterns, financial strategy & benchmarks.
  • Periodic podcasts featuring success stories and expert advice.

Personalized Touches

  • Celebrate client milestones with personalized emails or surprise gifts.
  • Send handwritten congratulations or thank you notes post significant achievements.
  • Birthday and holiday greetings with a personalized message.

Visuals and Documentation

  • Detailed, clear, and visually engaging WealthScore™ reports.
  • Annual progress report capsulizing the client's financial journey over the year.
  • Frequent infographics to succinctly present tips, updates, and trends.

Feedback and Proactive Support

  • Regular surveys to gather feedback and identify potential issues.
  • Swift response to feedback and proactive issue resolution.
  • Regular check-ins to ensure client satisfaction and offer support.

Guarantee or Promise

  • Promise of clarity, confidence, and a custom financial freedom strategy.
  • Money-back satisfaction guarantee within the first 30 days.

Operational Excellence

  • Flexible scheduling for all client calls, respecting client's time and convenience.
  • Punctuality in all interactions, showing respect for client's time.
  • Professional appearance in all materials and interactions, showcasing credibility.
  • Consistent communication standards, maintaining clarity and efficiency.

2. How I Increase Customer Lifetime Value

Renewals & Contracts

  • Introduce a renewal incentive for yearly contracts with a slight discount.
  • Implement an early-bird renewal option with benefits like additional strategy calls.

Upsells & Cross-Sells

  • Offer upgraded 'WealthScore™ Plus' with ongoing strategy calibrations.
  • Introduce additional financial coaching sessions as an upsell.
  • Develop personal wealth-tracking tools or apps for upsell.

Bundling & Packaging

  • Create a 'Financial Freedom Bundle' that includes WealthScore™ Blueprint plus coaching sessions.
  • Experiment with tiered package offerings catering to different levels of wealth building.

Loyalty & Retention Programs

  • Develop a referral program that rewards clients for introducing new patrons.
  • Create loyalty tiers which unlock additional services/benefits based on their lifetime value.

Custom Services and Personalization

  • Experiment with options for custom report generation and tailored financial strategies.
  • Offer bespoke financial coaching programs for top-tier clients.

Pricing Strategy

  • Consider volume discounts for customers who purchase multiple services.
  • Experiment with a value-based pricing model which charges based on results or outcomes.

Customer Data and Insights

  • Leverage data from HubSpot and Salesforce to understand customer behavior.
  • Implement a system to identify and address reasons for churn.

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

  • $500 cash reward for successful referrals who purchase the WealthScore™ Blueprint.
  • Exclusive invitation to a VIP webinar for referees.

Shareable Assets

  • Customizable social media posts celebrating their financial transformation.
  • Pre-designed referral email templates highlighting the benefits of the WealthScore™ Blueprint.

Timing and Triggers

  • Request referrals after customer achieves a notable financial milestone using their WealthScore™ Blueprint.
  • Automation set up in CRM to prompt request for referrals post-purchase of WealthScore™ Blueprint.

Client Success Stories

  • Start a `Wealth Journey Champions` campaign to share testimonials and encourage referrals.
  • Use 'Before vs. After WealthScore™' narratives on social media to inspire organic referrals.

Referral Contests

  • Conduct quarterly 'Referral Champion' contests with prizes like one-on-one wealth strategy sessions.

Partner or Affiliate Programs

  • Partnership program with allied professionals (lawyers, accountants) offering them benefits for successful referrals.

Thank-You Experience

  • High-value referrers receive a personalized thank-you package with advanced financial planning resources.
  • Top referrers recognized annually in a company newsletter.

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