Strategic Plan

web accessible version of high-level $MART DEBT Plan, for viewing on any device
- $MART DEBT Mission, Plan

Focus

~100% on U.S. Advisor Education, ~0% on investors
- Financial advisors have financial incentive and capacity to pay for win-win business building ideas, while individual investors can get strategies for free online.
  - This narrower focus is a leveraged strategy to achieve long-term mission with sustainable industry impact.
Financial regulators in Canada have made it difficult for advisors to implement leveraging strategies, with onerous risk disclosure processes.
- US advisor market is much larger and less restrained ==(to be confirmed)==

Create and own a new category in the financial industry, making it easier to define the conversation and become the undisputed leader.

The strategic positioning is defined by the following strategic hierarchy:

THE CATEGORY (Movement): Client-first Leveraging This is the new battlefield we will create and own. It establishes a new industry standard, repositions all competitors as either “advisor-first” or “no-leverage,” and frames us as the only trusted leader in the space.
THE BRAND (Solution): $MART DEBT This is our proprietary, trademarked system—the tangible “how” that delivers on the promise of our category. The $MART DEBT framework is the world’s leading implementation system for Client-first Leverage.
THE TACTIC (Method): Education This is the primary tool we use to evangelize our category and teach our system. World-class education (courses, certification, content) is how we build trust and scale our movement, but it is not the category itself.

[!Summary] Use world-class, client-first $MART DEBT education to become the definitive leader of the “Client-first Leverage” category.

want highest-leverage (return on time) execution
very modest travel
mimimal direct marketing outreach, to centres of influence
- prefer establishing as clear expert thought leader for USP, and have others contact me, efficiently (Ryan Holiday charges $1,500/hr for consulting)

Development and marketing of client-first SMART DEBT education and marketing solutions, for U.S. financial advisors and industry, with …

SMART DEBT Coach website
SMART DEBT App (mini-app initially, education and analysis)
White paper: mission, win-win-win future
SMART DEBT Myths eBooklet (lead magnet, sell branded version)
SMART DEBT Insights (blog, video, audio)
SMART DEBT Academy (Certification courses)
Education and Marketing solutions
might be opportunity in Canada with (security-licensed) brokers and private wealth advisors