The marketing world says your messaging is working if you’re attracting the right people and repelling the wrong people.
We are. So it is. But…
To achieve world domination, it still needs work. And I’d love your help.
If you’re a Financial Zen Member, you already know what we do.
It’s basically equal parts:
– Accountability Partner
– Financial Housekeeper
– Investment Advisor
– Financial Planner
– Decision Coach
– “Easy Button” Pressers
Technically we’re a Financial Planner/Advisor, but I think we’ve created a new category.
To put us in the same category as traditional financial advisors who charge a 1% AUM fee to manage money and swoop-and-poop a financial plan once or twice a year doesn’t seem fitting.
So what should we call it?
Financial Managers?
Personal CFO’s?
Money Coaches?
There are no bad ideas.
Would love to hear your spitballs.
