Brand Discovery - Dan Cuprill

“So…what do you do?”

“SO…WHAT DO YOU DO?”

A sample conversation showing how your new, clarified brand answers this common question.

So…what do you do?? I rescue people from making bad financial decisions. That’s interesting! How do you do that?

I simplify financial planning. Most financial planners like to talk data and numbers. I start with their money worries first, which identifies any wrong beliefs or ideas they have about money, which is often why they make bad decisions. So you’re a financial planner? Yes, but I prefer to say we’re therapy for the financially anxious. Once we uncover their real motivations behind their decisions, the planning becomes a lot clearer and less anxiety producing. That’s different. I’ve never heard it put like that before. That’s because our planning process is different. I don’t play the guessing games that people in this industry like to play, such as stock picking, market timing, complicated tax planning, or following media and news trends. We don’t do that. We coach them and educate, and give people candid truth about investing and about their real goals and motivations. This clears up a lot of confusion, removes unneeded complexity and puts people on a realistic path to success.

M&C Brand Summary Report 8