"I can see how I can help a lot of people who really need it""I had been helping friends and family with investments for some years and had started to charge for a course and bulletin on stock investing.
But it was starting to take too much time and I had to turn people away.
Therefore, I joined the program to learn how to make a 1: Many programs so I could start helping more people.
I knew I was going to learn all about how to make a cutting edge, Experience product but there were 2 major shifts I had not expected:
I discovered the whole customer journey that my students needed which has given rise to several bonus courses, ideas for new courses that I need to add to the offering, and for a major pivot into a lifetime membership program that helps people along the entire journey to financial freedom through investing – which I now call the Foundation.
My original course and subscription is now an offer that answers the “what comes next?” question; after students have started the Foundation or already had some experience with investing.
The other major shift was to discover my mission and who I want to best serve.
In the traditional model for retirement and saving, people either had a lot of money and paid expensive advisors and fund managers to invest it; or they relied upon an employer or government pension. In all cases, you don’t control your money and your money is paying someone else first – and what’s left is for you. And by not being in control and paying yourself last, less than 5% of people reach financial freedom.
SWAN Investing aims to help those who are not wealthy to do these things by turning the traditional models for retirement saving and investing on their heads.
I want to change this by leveling the playing field and teaching the money and investing secrets of the wealthy, and how anyone can take action simply and safely.
No matter what their financial situation is, they learn how to make their money work harder them and that financial freedom is achievable for anyone."
What specifically did you do to experiencify your program? Give us an example of a core experience you implemented in your product.
In both programs students set up tax-free trading accounts and enter the market and buy a fund or shares - this is 1 heck of an achievement for someone who's been scared to do so their whole life
What is your biggest takeaway from EPM?
Sell before you make. I knew all about the importance of product-market-fit from my other businesses, but to actually take money for a course before you've started was a new one!
How has EPM and your success impacted your life?
I have found a purpose for the next stage of my life...
What has been the biggest change in your business?
I've gone from a 1:1 coach concerned over the time commitment to now having two 1:many products (and more in the pipeline)
What is now possible for you because of your Experience Product?
I can see how I can help a lot of people who really need it