Our Marketing Plan Story
myFamilyCFO's Marketing Plan Story
Who's it for?
⇗ You are an owner whose work matters beyond the balance sheet.
⇗ Relationship management is delegated to your virtual family office.
⇗ You are freer to focus on what matters most.
What's it for?
⇗ You avoid costly mistakes while focusing on what matters most to you.
⇗ You transform your vision of your biggest future into your reality.
⇗ Your story integrates your life, money, tax, & business transition planning.
What's the worldview of the community I seek to reach?
⇗ Your success is measured by significance and impact.
⇗ Your independence is supported by like-minded connections.
⇗ Your future is designed by your vision of it.
What are the promises I am making?
⇗ Our phone, in-person &/or virtual connections will start and end on time.
⇗ I will do what I say and finish what I start.
⇗ I will only recommend what I would do if in your exact situation.
How will I get the attention of the community I seek to serve?
⇗ You meet us through trusted relationships.
⇗ You want a success story of your own.
⇗ Workshops aligned with today’s challenges & tomorrow’s opportunities.
The community I serve says:
⇗ "myFamilyCFO helped me see and achieve my biggest future."
⇗ "They truly understand manufacturing owners like us."
⇗ "I avoided costly mistakes and gained freedom to focus on what matters."
What do they secretly fear?
⇗ Your work isn’t as much fun as it once was.
⇗ The pace of change is rapidly accelerating, and how best to adapt.
⇗ You worry about making costly, business transition mistakes.
⇗ You do not want to be like most former owners…very unhappy.
What do they truly want?
⇗ You want increased clarity, greater confidence, and expanded capability.
⇗ You want a trusted, independent partner who shares your values.
⇗ You want to create a meaningful legacy that transcends financial success.
Who am I not for?
⇗ Those looking for more transactional &/or short-term financial advice.
⇗ Rugged individualists, do-it-yourselfers.
⇗ Those who measure success by financial metrics alone.
What change am I to make?
⇗ Your community is focused on work that matters by people who care.
⇗ You make even better decisions as you move into your future.
⇗ You are having even more fun in your personal & business life.
How will I know if I’m succeeding?
⇗ 100% community retention & satisfaction.
⇗ 100% relationship connections.
⇗ Other like-minded virtual family office firms want our model.
How will I earn and keep attention?
⇗ You receive consistent, transparent communication with our community.
⇗ All recommendations are based on what we would do too.
⇗ You are the top priority. Not corporate parents, nor outside investors.
What's the cost of inaction?
⇗ Inappropriate resources applied inappropriately.
⇗ Regrets.
⇗ Unfulfilled potential for significance.
