Your GRADUATION Story
"I am an early (self) retired family office wealth specialist and finance executive with a speciality of helping wealthy families create succesful multigenerational wealth plans. After leaving the corporate world, I reflected that most of the insights I applied and guided my previous clients on, are insights and principles which can be applied by disciplined savers wanting to leave meanigful financial legacy for multiple generations of their families.
However, I was having this challenge of family, friend and past clients (falling within this disclipled saver profile) constantly asking for my guidance whenever they got advise from their financial advisors, which lead to me providing mentoring and guidance services on how to create strategies, together with their families, financial and legal advisors, which safeguard successful multi-generational wealth transfer through blueprint plans mostly for free!
I joined EPM so that I can move this guidance and mentoring, that I was providing mostly for free, to being a service which my clients should pay for and which equips them with the tools and foundations necessary for them to have a multigenerational wealth blueprint within 12 weeks. I realized that by not charging my friends, family and past clients for these blueprints, I was robbing myself (and my business of the revenue), and quantifying the extent of this issue was an eye opener for me!!!
EPM, gave me the tools and guidance to know how to pitch and launch this service to my clients and prospects. With the help of EPM, once I found the right words and appropriate charge for this serviceI was able to easily get 12 clients to signed up for my service. I plan to lauch my first professional mentoring session with my clients after the Summer break (August 2022)! "
Your MISSION ACCOMPLISHED Story
My initial mission accomplished story was to have my MVP
Your FIRST SALE Story
My husband and I went on holiday for a cousin's 50th a few weeks back with 10 other couples and 5 single friends. On one of the nights we were talking about what we each do. I shared my professional experience and whats been keeping me busy since self retirement with the party asked the party to please assist me by filling in a survey which I had set up to test the value offering. After they completed the survey and hearing my mission statement 6 couples and 2 of the single friends asked if they could be my clients!! And they didnt even blink at the cost!!
Your PROVED CONCEPT Story
My proved concept story is linked to my first sale story and is answered above.
Your AND MUCH MUCH MORE... Story
I had expected to just crystalize my MVP and get at least 1-3 clients; what happened has been mindblowing for me..