Ideal Client Profile

U.S. Financial Advisors

• have client-first ethics
• are “average”, mid-career
  • 3+ years experience; 5+ years from retirement
• want to grow business (via time, education, $)
• are busy and value their time
  • want communication and solutions that are efficient and easy
    • education, analysis, marketing
  • => minimalist, progressive, personalized detail level, …
• interested in learning
  • professional education (CE credits)
  • personal wealth acceleration

U.S. Financial Industry

• advisor media , especially Centers of Influence
• lenders
• money managers
• regulators

Canadian Financial Industry

While the MFDA-licensed mutual fund advisor industry in Canada currently has little appetite for leveraging, there might still be opportunities with the security-licensed brokerage and private wealth advisor segments of the industry.

Unique Selling Proposition (USP)

• client-first
  • win-win-win focus is critical
• education and marketing systems
  • brandable, client-first education to help investors learn what $MART DEBT strategies, if any, make sense for them
• objective education
  • making advanced, controversial wealth acceleration strategies understandable
• effective implementation
  • behavioural psychology
  • innovative $MART DEBT Wealth products