Posts Tagged ‘personal finance’

Re-purpose, Re-use, Re-brand, Re-build

Since 1997 I have been writing financial literacy articles, tips, reports and courses geared towards middle-income people who are users of financial services. The theme was always to help someone learn the basics so they could ask more informed questions and work more effectively with a financial professional to give them advice and implement the products and services they needed to be most effective with their finances.  

In 2011, I had a life-changing experience that later was confirmed to be an attempted securities fraud with me and my company being positioned to take all the responsibility. The aftermath of this has cost my family every material asset we had including our credit. It also cost us relationships with friends and family. We have maintained our health, and through this experience have gained a strong marriage and faith – not in my/our abilities to do anything, but in God’s promises.

The assets I have now are personal items, most of which are currently in storage waiting for God to provide us with our next home; my ability to work; my unwavering passion and conviction to continue to share the message God has burned in my heart, and the huge inventory of written financial literacy content that I wrote during my corporate years to be rebranded, repurposed, reprinted and shared. Included in this portfolio are trademarks and URL’s to provide an extremely unique opportunity for someone to create an immediate return on their investment in acquiring the portfolio. 

Once more, I am offering the entire portfolio for sale as a way to fund a transition into writing and teaching as a Christian author. I’m doing this as a way to help my family begin to rebuild after the years of loss. My husband and I are both 54 and at a time when many people are slowing down, we are starting over. 

Professionally written personal finance content is not inexpensive to come by. It’s not something that all financial professionals can produce, nor should they. If I apply a per word value to the entire portfolio equal to what you’d pay to produce or access what I’m offering for sale, the value is close to $1m.  

For someone who is doing online marketing or wants to have compliance friendly, easily reproduced client-centric content this portfolio won’t exist anywhere else and is available at a fraction of what it would cost to access or create yourself.  

If you would like to start or enhance your online presence here is your opportunity to build a turn-key immediate online system to support coaching, training, or financial services and earn income from selling the online products as well.

If you would like to have a physical book to enhance your credibility as a financial professional or coach, here’s your opportunity to have your own book published because I’m giving you the opportunity to take what I’ve already written and published and turn it into your own which is much faster and easier than writing a book from scratch! 

Call me at 250-592-0457 (pacific time) to find out more. I’m not expecting a million for the entire portfolio, but I’m also not going to sell it for $1000. I will help you determine the return on investment and how you might best incorporate the content into your business if want. Otherwise, we’ll agree on a price that works for both of us; we’ll write an agreement about use and ownership; I’ll send you the content in a digital format for you to search and edit and repurpose; aand I for sure, will look forward to seeing the fruit of this labour be a blessing in its new format with its new owner(s) and new clients.

 

How to Double Your Financial Client-Base in 30 Days

If you could gain instant credibility in your market and have an automatic referral generating process to bring in more than 10 new clients a month from qualified prospects, ready to act on your advice, how much would this be worth to you?

Sadly, most advisors, coaches, consultants and counsellor-types I’ve spoken to aren’t able to answer that question. They want more money, but don’t know the value of their activities or even how to begin to calculate what return on investment for their business. They also don’t have systems in place to handle an increase in business and because they’re missing this key information, they spin their wheels doing everything by themselves in order to pick up any kind of business they can.

  • If you consider the value of one new client, how much time does it cost to acquire and service them?
  • Perhaps you’re trying to build a website and tap into social media to find them; how’s that working?
  • Are you sending newsletters and organizing seminars?

All these marketing initiatives are time consuming and require specialized expertise. Many people spend a lot of time and money to learn how to do some of these things themselves and end up with minimal results.

  • If you’re new to the financial or coaching industry would credibility and automated marketing and client service jump start your business?
  • Or, if you’ve been around the industry for a while and are switching firms or perhaps selling your practice, would having an automated prospecting and service system facilitate a streamlined move?

A tremendous amount of your day is spent doing marketing, service and compliance tasks that don’t make you money but are still necessary. Financial regulations are squeezing income; and re-inventing the wheel or doing what everyone else is doing only adds to the stress and unproductive activities.

If you want to double your client-base in 30 days, you need to be able to leverage your activities which means you need to know where and how to focus and systematize what you do on a day-to-day basis. Sounds logical enough, but if you’re trying to do it all, this can take years…unless you can recycle, reproduce, rebrand, and reuse something that already exists to plug into a system that produces an immediate ROI in your business.

By immediate, I mean within 30 – 90 days. How? By unlocking hidden opportunities within something that’s already produced; a renovation of sorts to position yourself in your market as an expert, above the crowd of financial professionals competing for clients so the right people will find you and you’ll be able to support them.

If you want to help people navigate the increasingly complex world of money, you must establish credibility and have systems to acquire and service your clients efficiently. In today’s marketplace this can be a costly, time-consuming, regulatory maze on your own.

It took me 3 decades to learn and build what I’d like to share with financial professionals who know what I’m talking about and aren’t afraid to invest in their business. The secrets I learned through ridiculous hard work and hundreds of thousands of dollars, can help someone from sabotaging their business with wasted time and effort. I know from personal experience that doing everything on your own is time-consuming, tedious and not very effective. I also know that leveraging other people’s time, money and expertise can be very profitable, but only if you know what your objective is because it’s way too easy to get side-tracked and spend money without seeing a positive return in a reasonable amount of time.

If you’re someone who has a clear vision and wants to move your business forward and increase your income in the next 30 days the fastest way to do that is to follow something that others have done successfully in the past, but to personalize it for your unique situations, goals, purpose, and vision; you’re repurposing what has worked for someone in the past.

If you’d like to double your business without doubling your effort and sacrificing time away from what you love, then let me know and we can discuss a simple, unique, timely and valuable asset you can repurpose for your own business to get results beyond want you can currently envision.  Send me a message and I’ll look forawrd to sharing more with you then.

Sam Piercy, CFP / sam@sampiercy.com

Did You Catch This?

I have shared this with my corporate site at www.financialgrace.org , but thought I’d share it on my professional blog as well…

In this online information area people have become understandably skeptical.  As a result, we have added regulations to protect against privacy and information fraud.  This is good, but also creates barriers for many honest, ethical and hard-working professionals.  I made a short note about this in my weekly Financial Grace bulletin and am expanding on what I mean for you today. I have a solution for you to differentiate yourself with immediate added credibility in your marketplace.

I  know from years of experience that when an email arrives with a ‘special, act now’ offer there is a tendency for some people have to get offended.  Many times, even really valuable information ends up in the ‘trash’ because it’s perceived to be the ‘same old, same old’ financial message people have seen before. I am contacting you today as a professional with one of those very special, limited time, limited availability offers. 

I’m reaching out first to financial professionals who follow my work through Financial Grace, then to the world of finance whom God has connected me to in some capacity over the years. Here’s the offer for someone who will benefit from one or all of the following in their business as a coach, consultant, or financial advisor:

  1. A personal online lead ‘magnet’
  2. Exposure from increased personal social media content for blogs, newsletters, facebook, linkedin, etc.
  3. Having you own online course for sale
  4. Your own published book in print and / or ebook format (how does a fully published book by this fall sound?)
  5. A project manager / coach to get you set up and earning money in your business with any of these items for a fraction of the cost and minimal time and effort to produce yourself 

This isn’t a gimmick.  And it’s definitely not hype.  I have thousands of hours of professionally written personal finance articles, tips, books, courses, special reports and presentations available.  I wrote the material; I own the copyright, trademarks and applicable URL’s; I have over 30 years in and around finance and marketing; I have taught licensing courses for financial professionals including the CFP; I have developed materials for financial regulators and produced one of the best-selling continuing education courses for the CGA professional development association for over 5 years running.

My business has been online for years so I have mountains of experience and knowledge in this area as well. And best of all, financial literacy information is generic, timeless, borderless and this content was developed to build a connection between clients and the professionals who serve them. This is not an offer that is available on an ongoing basis for anyone to take advantage of.

If you are curious and think there might be something you and / or your organization can benefit from then we will have a one-on-one conversation about whether the opportunity makes sense for you.  I can be reached at 250-592-0457 (pacific time), or sam@sampiercy.com to arrange a time.  Please don’t send an email asking me to send additional information.  I will discuss the opportunity by phone only.  Thank you.

 

30, 60, or 90-Day Financial Business Breakthrough

In the online information area there is one thing that is consistent with all business:  Relationship between customer and business is a key factor in revenue success.  In an online business, relationship is built with consistent, valuable mostly written communication with clients. This requires ongoing content for emails, blogs, social media, etc.

Producing this information is costly, time-consuming and requires a different skill-set than consulting, coaching and advising
– yet is increasingly more and more necessary for business success today.

Unfortunately, many people have become understandably skeptical of the information they receive online. As a result, we have added regulations to protect against privacy fraud. This is good, but also creates barriers for many honest, ethical and hard-working people to reach and communicate with
their customers. I’m saying all this because I know from years of experience that reading something online, whether its in the form of a post, website, or email, there is a tendency for people to be hesitant, and in terms of email some people even get offended when they receive what they perceive to be an unsolicited sales pitch. I also know that building and maintaining relationships online requires a tremendous amount of ongoing, valuable content.

It’s been a couple years since I have posted anything or sent emails about my inventory of personal financial content – but it’s time for me to take another big step towards my true passion in biblical teaching. In the past, I primarily communicated by email through my business,  MoneyMinding, or through one of the financial industry partners I provided content and training for: Advisor.ca; CGA Professional Development, Investment Executive, Clickbank, Credit Union Professional Development, or some other optin source for personal finance information.  Today, I am reaching out again to offer access and / or purchase of this valuable intellectual property.

The opportunity is extremely limited for a select number of qualified professionals (or perhaps for only one person or organization) who would benefit from one of the following in their business as a coach, consultant, or financial advisor:

  1. A personal online ‘lead magnet’
  2. Exposure from increased personal social media content for blogs, newsletters, facebook, linkedin, etc.
  3. Having you own online course for sale
  4. Your own published book in print and / or ebook format
  5. A project manager / coach to get you set up and earning money in your business with any of these items for a fraction of the cost and minimal time and effort to produce yourself.

This isn’t a gimmick.  And it’s definitely not hype.  There are thousands of hours of professionally written personal finance articles, tips, books, courses, special reports and presentations available.  I wrote the material; I own the copyright, trademarks and applicable URL’s; I have over 30 years in and around finance and marketing; I have the credentials and experience which includes teaching licensing courses for financial professionals including the CFP; I have developed materials for financial regulators and produced one of the best-selling continuing education courses for the CGA professional development association for over 5 years running.  Best of all, financial literacy information is generic, timeless, borderless and this content was developed to build a connection between clients and the professionals who serve them.

This is not an offer that is available on an ongoing basis for anyone to take advantage of (unless you wanted to do that yourself as a business within a business).  If you are curious and think there might be something you and / or your organization can benefit from then we will have a one-on-one conversation about whether the opportunity makes sense for you.  I can be reached at 250-592-0457 (pacific time), or sam@sampiercy.com to arrange a time.  Please don’t send an email asking me to send additional information.  I will discuss the opportunity personally only.  Thank you.

Sam

PS.  The reason it’s a 30, 60, or 90-day turnaround is because the content is ready for rebranding, reprinting and repurposing with minimal input of effort.  This will produce almost immediate results in your business, and provide an opportunity for instant, enhanced credibility which also increases revenue potential! 

Recognizing Something From the Past for it’s Value Today

If you’ve experienced a death of someone close to you or divorce, you’ll appreciate the unique and timely opportunity I’m presenting for some advisors today who can act quickly with what I’m about to share.  I guess it’s like a repurposing of goods from an estate so there are limited quantities of the original pieces.

People who have followed my work for a while know that a few years back I had a catastrophic business failure that also turns out to be the defining moment in my Christian walk.  I had been set up in an attempted securities fraud and while the legal and other professionals on my team at the time were advising me to complete the transaction that clearly had a lot of questions to be answered, the core structure still seemed salvageable.  I had a physical intervention by the Holy Spirit and was prevented from signing the last documents that it turns out could have potentially landed me in jail.  The illegal activity and pre-meditated aspects of the transaction took 14 months to uncover though, and in the meantime, there was a backlash from people who were expecting to receive a significant return on their investment in the project.

The overall process was a death of a lot of dreams, relationships, and work. A physical death or divorce would be the closest comparison so if you’ve experienced any of these life events you know they are painful and take some time to heal.  In the meantime, a death or divorce, or catastrophic failure will always leave behind something of value.

Imagine if you had a basement of antiques after dear relative died.  You know they’re there and they have value, but they also remind you of the loss so they bring up painful memories when you think about them.  As time goes by, the loss begins to heal and your memories can even bring smiles to your face as you remember the good times.  One day, you find yourself having a conversation with someone about the valuables stored in your basement and they ask to see them.  You enter the dark room where these things are stored and dust off some near the front to reveal some attractive colours and unique treasures.  As you continue to show your friend the items, you realize there were some things there you had forgotten about, and even discover that many of the items could be useful and add value to your life today.

Thus, is the situation with the volumes of course, articles, tips, tools and other things I have stored away from the collapse of my business.  Some of you might remember how on a couple of occasions I tried to sell the package of content for repurposing, and instead ended up licensing various components to financial professionals who were able to assimilate the information into their own branding, client service and marketing efforts.  The old business model, combined with some of what was done to package content during this attempted ‘sell-off’, as well as new developments in the industry and world or marketing – as well as my own healing process, are what’s prompting this offer today.

Many people however, don’t know that I have this material that could be available to provide them with a huge advantage in their financial businesses – mostly because I haven’t told them. 

Another area of forgotten value is my years of teaching the financial curriculum for advisors.  I taught the Canadian Securities Course, the Life Insurance Licensing Courses (LLQP) and all the Certified Financial Planning curriculum in addition to writing my own course content.  I had courses delivered at 2 colleges, a credit union, and provided a lot of content for the BC Securities and Canadian Regulatory Bodies.

What I hear over and over again with financial professionals is the impact of increasing regulation on their ability to differentiate themselves in the marketplace and provide valuable content for marketing and client service as their time is under such pressure as a result of industry changes.

I get this!  I really do!  And I have a lot of value to help you in this area!

I have content for websites and social media marketing and client newsletters that is compliance friendly and ready to be used as is, or to easily personalize.

I also have expertise in teaching, consulting, and coaching for wealth creation and marketing.  My business was an online distribution company for financial literacy and in the process of navigating the aftermath of the business collapse, I hadn’t actually stopped to recognize the value of that knowledge for financial professionals, coaches and other information advisors.

Over the next few weeks, I will be working to develop an online infrastructure to make this content and my coaching and consulting services more readily available.  But, I’m offering my current followers a pre-delivery, personal invitation to access this material and my personal support at a reduced rate, and with more value before the opportunity becomes widely available.

If you’re doing any kind of online marketing or information delivery;

If you’re interested in offering any kind of client financial literacy seminars or courses; and

If you’re looking for any financial services marketing coaching, training and consulting, we need to talk asap.

You can email me at sam@sampiercy.com or call me at 250-592-0457 (pacific time) right away and we’ll take it from there!!  I look forward to dusting off these valuable pieces and to sharing them and so much more with you!

Abundant blessings,

Sam

Financial Breakthrough Prayer for Increase!

When Things Don’t Go As You Expected

Results and Expectations ConceptIn finance, business, and in life one thing we can be assured of is experiencing disappointment at least once in our life. It might be as simple as a cancelation of a social activity you were looking forward to because of weather, to something as strong as a deal collapsing on a property you were sure was your dream home.

Not holding on to disappointments by moving forward is a key to successfully persevering through many of life’s trials. If you make an investment, expecting it to provide a healthy positive return and instead it drops in value, you have a choice to hold on to the investment and hope it comes back, or to take your loss and move on to something else. If you choose to hold on to the disappointment, you are being passive with your circumstances. Taking action will reinforce confidence and provide you with opportunities you wouldn’t know existed if you didn’t move on.

For many months last year you heard me offering my MoneyMinding portfolio of personal finance content and materials for sale or license. Several people took advantage of the opportunity and are experiencing the benefits today. Unfortunately, the ‘one only’ final sale has fallen apart so I find myself with a choice: stand by passively and wait for the person on the other end to follow through, or move on. I choose progress!

I have a very unique and valuable opportunity for someone who works in some area of finance to have their own instant library of materials for marketing (both online and offline), for courses and seminars and other trainings, for publication, for re-branding, and ultimately for additional income for your primary business as well as direct sales from the rebranded, re-published information.

I can provide you with:

  • Your own published book(s) and/or ebook(s) in a few short weeks
  • Over a year’s worth of unique social media and website content
  • A few years worth of personal finance articles for newsletters and / or a collection of topics for multiple opportunities
  • Workshop and seminar content on a whole range of personal finance topics
  • A few courses suitable for sale or delivery through continuing education
  • Sales and marketing materials including content for radio and print syndication.
  • Trademarks, copyright, URL’s and other infrastructure for you to immediately implement a unique, information revenue stream into your business.

This is a one-only, best-offer opportunity. Call me at 250-592-0457 today if you’re interested!

Moving On and Moving Forward

I just sent this to my subscribers online.  Today I begin Financial Grace Consulting and Training full-time!  For individual clients I work in association with Loney Financial as their Business Development Manager.  And in everything my message is about knowing the Lord Jesus Christ in the middle of your day-to-day financial transactions!  In that regard, today I welcome the Holy Spirit into ALL my communications and encourage you to also.


 

As you have seen recently I have transitioned my teaching and programming away from the previous corporate message to Financial Grace. I will be providing paradigm shifting programs, training and materials from a professional, biblical and practical perspective on a go forward basis. These materials are geared towards empowering the church in the area of personal finances.

If you would like to stay connected (or get connected) in this way please click here to subscribe at www.financialgrace.org.  You will receive my ‘Triumph Over Money‘ report and fresh new insights and devotions called ‘Prosperity Seeds‘.

My portfolio of MoneyMinding® content for financial coaching, marketing and training will be reintroduced through my successor(s) in the coming months and I encourage you to stay tuned for exciting news about new programs for financial professionals, for young people and others who are interested in positive changes in personal finance!

Abundant blessings,
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PS – Simply enter your information here to get connected to me and Financial Grace and the exciting new programs beginning shortly!

$1000 a Day

If you learn how to manage your pennies, you can also learn to manage a whole lot of money. Which would you prefer:  $1000 per day for 30 days of a penny doubling for 30 days?  Do the math and you’ll quickly discover how the small things repeated consistently produce the biggest results in the shortest amount of time.

This is the theme of the Power Money Course.  Order yours today to find out what those ‘small things’ are for you to realize your own $1000 per day (or more or less depending on what you really need to pay for the life you’d like to live).

How to Win the Lottery

Today (August 23, 2013) starts our 50 day countdown until October 11, 2013. That day happens to be my 50th birthday.  In celebration and in preparation for launching new MoneyMinding programs we are giving away $250 cash.  For every 50 Power Money courses sold we’re giving away $125 to the winning name and $125 to the person who referred the winner if applicable.  All you need to do is forward the 50 tips.  The easiest way is to ‘like’ MoneyMinding on Facebook or follow me on Linkedin. Power Money is the most comprehensive, practical personal money program you’ll find anywhere. It’s unique.  It’s powerful in what it can do for expanding financial capacity.  And, it’s the foundation and pre-requisite for other valuable MoneyMinding programs I know you’re going to want to participate in in the future.

How to Win The Lottery:

I’ve heard some people estimate that 90% of the population is looking for more money.  I’ve also heard that only 30% of that 90% are willing to do something about it.  The rest just want the easy way out so hold on to ‘lottery thinking’ by chasing windfall opportunities and quick fixes. To win the lottery in your life, you can invest a couple hours a week to learn how to build a system and financial foundation that is uniquely suited to you in order to experience the results of unlimited and sustainable income in your life.   Order the Power Money Course today to create your plan for financial results beyond what you previously thought possible. Blessings, Tracy