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FSS Knowledge Base

Key Success Factors

Section titled “Key Success Factors”

Tangible Benefit, FAST

Section titled “Tangible Benefit, FAST”
  • in 2-5 minutes
  • Pre-filled defaults so the first run “just works”
    • choose from 2-4 profiles

Excellence

Section titled “Excellence”
  • You win by being 10x better at the one thing a profitable segment cares about most, not by being 10% better across the board.

Client-First Integrity

Section titled “Client-First Integrity”
  • In the financial industry, where trust is critical, it is always important to act in an ethical and professional way. With controversial strategies like borrowing to invest where there is a significant conflict of interest, it is even more crucial for anyone who could benefit to act in client-first ways.
  • Like leveraging strategies themselves, a client-first approach with debt strategies is itself a double-edged sword. If a client-first implementation is not used, everyone involved in the food chain loses. With a careful client-first approach, everyone starting with the client should benefit.
  • Being a leader in only using client-first education and implementation is a strategic differentiator, important for initiating industry awareness and conversation, earning respect, and guiding win-win-win benefits for all involved.

Excellent communication

Section titled “Excellent communication”

This is the framework for all communication, written on websites, articles and blog content, verbal communication in interviews, training, … everywhere.

  • gets attention, arouses curiosity
  • establishes trust
  • psychologically influences people to act on ideas that genuinely benefit them
  • using storytelling narratives that are memorable and influential in changing behaviors
  • Clear, concise
    • When your copy is clear, people can immediately understand:
      • What it is.
      • Who it’s for.
      • Why they should care.
      • What to do next.

Simplicity, Ease of Use

Section titled “Simplicity, Ease of Use”

Client Driven Development

Section titled “Client Driven Development”