Brand Discovery - Dan Cuprill

anchor statement

ANCHOR STATEMENT

This is the go-to description of who you are and what you do. Sometimes referred to as your elevator pitch.

The three elements of your anchor statement are as follows: 1 - What does M&C do for their clients? We simplify the financial planning process and rescue people from making mistakes. 2 - What end result does M&C provide for their clients? M&C’s clients are freed from unreliable tactics common in the financial planning industry such as stock picking, market timing, bad tax planning, and other misguided media and news. They receive candid truth about investing and money management to take them out of the hit-or-miss guessing game and put them on a realistic path to success. 3 - What qualities does M&C bring to the table? M&C is therapy for financial anxiety. Most firms like to talk “data and numbers.” We go beyond to also address emotions and mental blocks (the “icky” stuff). Emotions such as fear or wrong beliefs about money result in anxiety, stress, and bad decisions. The M&C Retirement Rescue System™ is the remedy that clears the confusion and simplifies financial concepts. Once we address emotional and mental barriers, we’re able to achieve clarity, emotional peace, and financial security for our clients.

M&C Brand Summary Report 4