Ideas for Content

Not sure what to say or how to start? Below is a list of ideas of content you can create.

Each of these ideas could be done through multiple mediums… pick the medium that works the best with you and then branch out from there. Blogs, podcasts, webinars, cold email series, in person events, just to name a few.

• The four main questions Elements helps you answer:
  • Are you taking the right amount of risk?
  • Are you using your income wisely?
  • Do you have the right mix of assets?
  • How much wealth do you need to make work optional? 
• Each individual Element
  • Through our research, the most looked into Elements are Savings, Debt and Liquid Term so starting there is always a good place to go. 
  • If you aren’t sure what to say, pull up the Element report on web and talk through a sample report. What are the factors that matter for that Element?
    • You could even do this using the full screen scorecard. 
  • Ask yourself these questions for each Element. 
    • Why does this Element matter?
    • Why should the client care about that Elements.
    • What does this Element help them know
    • How does this Element fit into the bigger picture of the other Elements?
• Why does getting organized and tracking net worth over time make sense?
• Why is monitoring financial health important? 
• What questions do you get asked over and over again? Start with the top 5 questions you get asked, make content around those and then take the next 5 questions. Here is a list to start.
• What are these vital signs and why should I care? 
  • Compare this to going to the doctor. They would never help a patient without first understanding all their vitals. 
• Aspects of the One-Page Plan. Here are some ideas. 
  • Financial purpose
  • Goals 
  • Values