Business Name:Wealth Path Advisors
Description:A subscription-based service providing personalized financial coaching to help individuals achieve their wealth goals. Services include budgeting assistance, investment guidance, debt management, and long-term financial planning.
Profitability:There is a growing demand for financial guidance and coaching services, especially among young professionals, freelancers, and individuals navigating major life transitions. This business targets individuals seeking holistic financial advice and support.
Required Skills:Financial planning expertise and certification Strong coaching and mentoring skills Knowledge of investment strategies and wealth management Empathy and communication skills to connect with clients on a personal level
Go-To-Market (GTM) Strategy:Offer free financial assessments to attract potential clients and showcase the value of coaching services. Collaborate with HR departments of companies to provide financial wellness programs for employees. Partner with local banks or credit unions to offer bundled services to their customers. Utilize social media platforms to share success stories and testimonials from satisfied clients.