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How Stash Wealth Got It Right

Imagine you’re 27 years old. You have one of those high paying high-tech jobs. You’re making good money. You’re not rich yet, but what about the future?

Someday you’d like to buy a house and someday way out there there’s this thing called retirement. How do you plan for that?

So you decide it might be time to get some financial help. You start searching online for a company that can help you better manage your finances.

You find one website that says this:

Financial planning and investment management tailored to match client goals and needs, which can include socially responsible portfolios.

Oh wow, that’s so gripping. How can I resist just signing up and doing business with them? Easy, just hit the back button.

So you find another website that says the following:

We build lasting relationships by learning about our clients’ concerns and then addressing them through custom, comprehensive wealth management plans.

How fast can you hit the back button?

You’re almost ready to give up. Who cares about retirement? Who cares about saving for a house? This is just too complicated. But you decide to click on one more website.

You read the following:

Not your father’s financial advisor. We are a modern financial planning firm for high earners, not rich yet. We help you become money savvy, build a personalized financial game plan, help you achieve the lifestyle you want, and do it with the least amount of compromise.

They also have an eye-catching video that speaks directly to you.

We know you want to have fun, you want to drive a nice car, you want to eat well, you want to have a life. But someday you want to house.

They help 20 to 30 somethings that make good money, but aren’t rich yet, prepare for the future.

How about that? Do they have your attention? Do they stand out from the crowd? Yes, they do. They are speaking to you.

Stash Wealth has chosen to focus on one thing. They help high earning 20 to 30-year-olds plan their financial future. The whole business is designed around this single focus. And this is how they stand out from the crowd.

They don’t sound like your average financial planning service. They don’t look like your average financial planning service. They don’t help just anyone. They help you–that high earning 27-year-old plan your financial future without compromising today.

Is your business trying to cater to everyone in your market? Or do you have a single focus that helps you stand out from the crowd? Are you really giving people a reason to “walk across the street” and do business with you?

 

Photo credit: Wonder if he hired Stash yet. Maybe he should! Thanks for the photo, James Kresser.

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Trevor Wilson

I love helping business owners who are passionate about making a positive difference in their clients' lives. I'm a passionate learner and teacher. My purpose is to help people live a more fulfilled life. In my professional life, I love helping business owners get clear on their purpose and identity. Then I help them clearly communicate their story so they can attract their ideal clients. I do this because I believe that when you work with your ideal clients you'll live a more fulfilled life.

Successful people do what everyone else won't dare to do. Don't wish it were easier; make yourself better.