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Start Your Own Financial Literacy Business

“Escape from Corporate” [Case Study]

Financial Literacy Business

Do you want… To be your own boss, Set your own schedule, Work from anywhere in the world, Master your finances and help others do the same, Achieve financial freedom, Be fulfilled AND Make an impact?

Financial Literacy Business

You Will Discover:

• Why starting a financial literacy business is a fantastic opportunity right now
• The different types of financial literacy businesses so you can choose which one

is right for you

• How to get the financial and business skills necessary to be successful
• How you can make six-figures a year by serving others
• How to get your first paying client in 8 weeks or less
• At the end I’ll share a link where you can access the slides from this presentation

Financial Literacy Business

Before We Begin

• Get rid of distractions
• Grab a paper and pencil
• Are you excited?

Financial Literacy Business

My goal

• Educate and inspire you
• Have you believing beyond a shadow of a doubt

YOU CAN DO THIS

• Regardless of past mistakes, previous failures,

self doubt, lack of skills, or any other excuse

• Your past does not have to equal your future
• You CAN become a money master and business

success

Financial Literacy Business

It Starts With Belief

• For centuries humans believed it was

physically impossible to run a mile in less than four minutes

• Until 1954 when Roger Bannister did it
• He must have been special right? A

mutant with once-in-a-millenia genes that allowed him to run faster than anyone in history?

Financial Literacy Business

It Starts With Belief

• No
• In the next 2 years, 37 other people also

ran a 4 minute mile

• He achieved it because he believed it
• It’s not that you’ll believe it when you see
• it. It’s you’ll see it when you believe
• So believe in yourself during this

presentation

Financial Literacy Business

Go All In

• Make a commitment to me
• Once you realize this is possible for you, I

want you to go all in

• Stop dabbling, stop procrastinating
• Once you realize you can become a

money master and business success, TAKE ACTION, do whatever it takes, achieve your dreams, and GO ALL IN

“Escape from Corporate” [Case Study]

Joey Fehrman, CFA

• Grew up in Omaha (land of Warren Buffett)
• University of Pennsylvania grad
• Worked on Wall Street
• CFA Charterholder
• Award-winning author of personal finance

book

• Keynote speaker at financial literacy

conferences

• Six-figure coach and business strategist

Financial Literacy Business

“Escape from Corporate” [Case Study]

The Big Idea

Yes, you can become a money and business expert, start your

• wn company, and get your first paying client/customer within

eight weeks from right now Financial Literacy Business

Financial Literacy Business

Why Financial Literacy Business

• Coaching and Information products are a

booming industry

• Minimal start up costs
• Can launch quickly
• High profit margin and low overhead
• Work from anywhere in the world

Financial Literacy Business

Why Financial Literacy Business

• Can make millions of dollars
• Learn how to achieve financial freedom for

yourself while helping others do the same

• Fulfilling work
• Helping people and families in need
• Large need for help

Financial Literacy Business

Scary Statistics

• 61% of Americans don’t enough savings to cover a

$1,000 emergency

• 33% of American adults have $0 saved for retirement
• 77 million Americans have debt collections reported

in their credit files

• 59% of Americans live paycheck-to-paycheck

Financial Literacy Business

Scary Statistics

• 43% of student loan borrowers are not making

payments

• 67 million Americans are struggling to pay their credit

card debt

• Financial stress is causing mental health issues for

millions of Americans

• The fastest growing group of bankruptcy filers is

people 25 and younger

Financial Literacy Business

Scary Statistics

• Women and black Americans tested 30-50% lower

than males and whites on financial literacy exams

• Over 80% of teens say they know little to nothing

about managing money

• 56% of people in the US have no rainy day fund
• The pandemic has caused record unemployment

claims and uncertainty for millions of employees worried about losing their jobs

“Escape from Corporate” [Case Study]

And You Can Help Them

Yes, YOU!

Financial Literacy Business

Financial Literacy Business

Types of FinLit Businesses

• Money Coach
• Financial Literacy Education Businesses
• Paid Keynote Speaker
• Internet Celebrity / Blogger / YouTuber
• Online courses
• Live events
• Debt consultant

Financial Literacy Business

Types of FinLit Businesses

• Author
• Accountability and Support Groups
• TV Show / Radio Show host
• Sell other people’s products and services (affiliate marketer)
• Personal Finance business owner (hire others to do all the work)
• Or all the above!

“Escape from Corporate” [Case Study]

False Belief #1 I can’t learn all the financial skills I need to know and it would take me forever to get them

Financial Literacy Business

Financial Literacy Business

The 8 Necessary Financial Topics

• 1. Budgeting & Saving
• 2. How to Get Out of Debt
• 3. Investing in the Stock Market
• 4. Being Ready for a Financial Disaster
• Emergency funds
• Insurance
• Estate Planning
• Taxes

Financial Literacy Business

The 8 Necessary Financial Topics

• 5. Handling Large Expenses
• Buying a Home
• Sending Kids to College
• Buying a Car
• 6. Saving for Retirement
• 7. How to Increase Your Income
• 8. Millionaire Mindset & Goal Setting

Financial Literacy Business

Yeah, but learning finance is hard, confusing, time-consuming and it’s BORING

Financial Literacy Business

FALSE!

• Personal Finance Adventure Novel for Adults
• Educational, Entertaining and Empowering
• Finalist for national humor book award
• Over 100 money lessons
• Easy enough for an 8 year old to understand
• Less than 200 pages

Financial Literacy Business

Yeah, but I don’t really like to read

Financial Literacy Business

Financial Literacy Business

Yes You Can

• Lots of other great options as well
• Blogs, YouTube videos, apps, books, and more
• The point is this:
• You CAN become an expert in personal finance in a short period of time

without it being boring or hard to understand

“Escape from Corporate” [Case Study]

Are starting to believe you can do this? Are you starting to see how this is possible? Are you getting excited?

Financial Literacy Business

“Escape from Corporate” [Case Study]

False Belief #2 I can’t learn all the business knowledge I need to know and it would take me forever to get it

Financial Literacy Business

Financial Literacy Business

The 8 Needed Business Ingredients

• 1. Who you are going to help (Narrow Target Market)
• 2. What financial issue(s) you are going to help them

with (Value Proposition)

• 3. Ways to promote your business (Marketing Plan)
• 4. Sales skills to turn prospects into paying customers

and clients

Financial Literacy Business

The 8 Needed Business Ingredients

• 5. Legally starting your business
• 6. Product or service and your price point
• 7. Getting results for your clients or customers
• 8. Proper management of your mind, money, and time

Financial Literacy Business

Only 4 Steps to Having a Successful Business

• 1. Create your Minimum Viable Product or Service and

decide on a price

• 2. Use your preferred marketing strategy to put your

value proposition in front of your narrow target market

• 3. Use your preferred sales strategy to sell the product or

service and collect money

• 4. Over-deliver for your customer or client and make sure

they get results

Financial Literacy Business

Business Knowledge

• That’s it!
• That’s all you need to have a six-figure personal

finance business

• To get to seven figures and beyond you will need

more skills, but not to make your first $100,000

• A little later I will show how you can get all that

necessary knowledge for your unique business within 8 weeks

“Escape from Corporate” [Case Study]

False Belief #3 But I can’t start my own successful financial literacy business right now because [insert excuse]

Financial Literacy Business

Financial Literacy Business

Excuses

• These are all excuses
• People that were dumber, poorer, less attractive, more

time-strapped, less prepared, and/or less connected than you, built successful businesses

• If they can do it, so can you!
• “You can have results or excuses. Not both.” - Arnold

Schwarzeneger

• Which do you choose?

Financial Literacy Business

Powerful Mindset

• I MUST become a successful entrepreneur
• I WILL become a successful entrepreneur
• I must do this NOW
• I CAN overcome my weaknesses, doubts, & failures
• I WILL stand up for myself and be successful no

matter what others think

• I am a decisive, resourceful, ACTION TAKER

Financial Literacy Business

Success With Personal Finance

• Dave Ramsey
• Had massive debt, business failed, declared bankruptcy
• Popular radio show and books, estimated $50 million net worth

Financial Literacy Business

Success With Personal Finance

• Whitney Hansen
• Was $30k in debt
• “Started from the bottom”
• Makes over $100,000 a year as a

money coach

• Helps millennials pay off debt and

gain financial independence

Financial Literacy Business

Success With Personal Finance

• Toyin Crandell
• Had no food to feed her family
• Tens of thousands in debt
• Coaching business makes over $1 million

a year

• Specializes in helping people live out

their purpose and calling fully, increase their income, live debt free, and build wealth while connecting on a deeper level to God, their family, and others they love.

Financial Literacy Business

Success With Personal Finance

• Shannon McLay – Founded the Financial Gym from scratch, recently

raised $6 million

• Jon Stein – Betterment robo-advisor app, from $0 to $22 billion AUM
• Philip Taylor - FinCon founder, blogger who started with a dozen people
• David Bach – author of 10 New York Times Bestsellers, including

Automatic Millionaire

Financial Literacy Business

Success With Personal Finance

• Warren Buffett
• Grew up in middle America with a mother who constantly criticized

him and family members who said the stock market was going to zero

• Started making money with a paper route
• Now, greatest investor of all time, worth $83 billion
• But he accrued nearly 90% of wealth AFTER he was 65 years old

Financial Literacy Business

Financial Literacy Business

Success With Personal Finance

• None of these people started off rich, smart, and successful
• At the beginning they all had humble beginnings, or outright disastrous

failures, and didn’t know what they needed to know, just like you

• But through hard work, persistence, learning from their mistakes, and

getting the right guidance, they succeeded

• You can do the same
• But by knowing the shortcuts you can achieve success much faster than

them

“Escape from Corporate” [Case Study] “Escape from Corporate” [Case Study]

Financial Literacy Business

The Math of a Six-Figure Business

Get one Money Coaching client per month paying $1,000 per month

• After 9 months = $9,000 per month = $108,000 per year

Sell one 8-week program per week for $2,000

• Over $8,000 per month = $104,000 per year

Sell 200 video courses for $500 over the course of a year

• $100,000 per year

Accountability & support group for $97/mo: 9 groups of 10 members each

• $104,760 per year

An app or membership that costs $7/mo with 1200 users

• $100,800 per year

Financial Literacy Business

New Empowering Beliefs

• You CAN get the finance skills in a short

period of time

• You CAN get the business skills in a short

period of time

• You CAN kill your excuses NOW
• So yes, you really become a money and

business expert, start your own company, and get your first paying client/customer within eight weeks from right now

Financial Literacy Business

Triggered New Questions

• What should my narrow target market be?
• What should my value proposition be?
• Which marketing strategy should I choose?
• What should my product or service be and

how much should I charge?

• Who can I ask questions when I get stuck?
• What should I do first?

“Escape from Corporate” [Case Study]

I unfortunately can’t cover everything in one hour

Financial Literacy Business

Let me ask you a question…

“Escape from Corporate” [Case Study]

If I had a way for you to get all those questions answered and get faster results than you ever thought possible, would you like to hear about it?

Financial Literacy Business

“Escape from Corporate” [Case Study]

Financial Literacy Business

Financial Literacy Business

Financial Literacy Business Bootcamp

• Life-changing 8 Week Program
• Learn the personal finance skills you need to know
• Learn the business skills you need to succeed
• One-on-one weekly mentorship from me
• Have a finished business plan with all the details you

need to create a six-figure business within a year

• Goal: Have your first paying client or customer

Financial Literacy Business

Who Will This Work For?

• No business or finance skills necessary
• All ages, backgrounds, professions, and education levels
• At least 5 - 10 hours a week (you can keep your job)
• Willing to work hard and complete your weekly homework
• Willing to learn and try new things and get out of your comfort zone
• A positive, never give up, attitude
• Resourceful, decisive, action taker

Financial Literacy Business

But don’t just take my word for it

Financial Literacy Business

Imagine

• In just eight short weeks from right now…
• Expertise in personal finance
• Expertise in entrepreneurial business skills
• Taking control of your own finances
• Having your own business launched with a product or service ready to sell
• Having your first paying customers and/or clients
• Having me help you every step of the way and answering all your questions

Financial Literacy Business

Key to Success: Investing in Mentorship

• Everyone should have a mentor
• Mentoring brings two things: New Ideas and

Accountability

• There are new ideas in your head right now that

would not have been there if you didn’t make time for this webinar

Financial Literacy Business

Investing in Mentorship

Mindset

• Your beliefs

about what’s possible

• The quality of

your ideas

Actions

• What you

actually DO

Outcomes

• Your income
• Your impact
• Your fulfillment

Financial Literacy Business

Investing in Mentorship

• How much progress did you make on your goals last

month?

• How fulfilled are you in your life right now and how

much impact are you making in the world?

• If you’re not happy with where you are, you need a

new MINDSET, a new PLAN, and ACCOUNTABILITY

• You need a MENTOR

Financial Literacy Business

Investing in Mentorship

• Trying to do this without proper mentorship is crazy
• I’ve personally invested over $40,000 on training and
• mentoring. Every time, it was a BIG decision
• But that investment as paid for itself multiple times
• ver.
• Don’t go it alone. Find the BEST mentor out there,

and spend what it takes to work with them

Financial Literacy Business

Today I Promised

• Why starting a financial literacy business is a fantastic
• pportunity right now
• Different types of financial literacy businesses you can

start

• The financial and business topics you need to succeed
• How you can earn six-figures a year by serving others
• To get you to believe that YES you really can do this

Financial Literacy Business

Now You Have a Choice…

Financial Literacy Business

Now You Have a Choice

• You can take the information I’ve given you, and you can

forget all about it

• You can keep your life exactly the way it is, doing work

you don’t find fulfilling, not making much of an impact

• You can try to figure it out on your struggle for several

months or years making little to no progress

• Or…

Financial Literacy Business

Now You Have a Choice

• You can learn the shortcuts and make more progress

faster than you thought possible

• You can achieve expertise in the most essential financial

and business skills

• You can own your own business and start making money

within weeks

• You can finally start creating the life of freedom,

fulfillment, income, and impact you deserve

Financial Literacy Business

How I Can Help

• My team and I have set aside some time over the next

48 hours to speak with you personally about how you can apply these ideas to your business starting today.

• Whatever your biggest challenges are, I’ve seen it

before and know how to overcome it

• On this session, we will work with you to craft a step-by-

step game plan to start your financial literacy business and have it making money within 8 weeks from now

• The cost? Absolutely free

Financial Literacy Business

Who This Is For

• You want to start own financially literacy business ASAP
• You are a decisive action taker. This is not for tire-kickers

who don’t know what they want and always say “let me think about it”

• You are willing to work hard have at least 5 – 10 hours a

week to dedicate to this

• You are willing to invest in yourself, both time and money
• If that’s you, book a session now!

Financial Literacy Business

Why We’re Doing This…

• We do this because we love giving back and helping

entrepreneurs impact the world

• Plus, we know that you might want our help to start

your business. If so, we can discuss it and if it’s a good fit for both of us. If not, that’s fine too.

“Escape from Corporate” [Case Study]

Financial Literacy Business

“Launch Your FinLit Business ASAP” Call

“Escape from Corporate” [Case Study]

Book Your Call

• 1. Click the “Sign Up Now” button or go to

coachieve.co/FinLit

• 2. You can access these slides by using the same link
• 3. Pick the best day and time
• 4. Fill out the brief survey form so we can be prepared
• 5. Get excited for the call!

Financial Literacy Business

“Escape from Corporate” [Case Study]

Financial Literacy Business

Go to coachieve.co/FinLit