Five options, each a different layout. Pick one number and use that option's banner, headline and Featured tile together. Every option sends people to your free $10k Tax Saving Challenge with the keyword “$10k”, the same one you've used before. Each banner is shown at real phone size too, so you can see it reads.
I help Aussie tech workers turn their shares into real wealth | Adviser on $2.5B | Author, Virgin Millionaire (Wiley) | As seen on NINE, 7, 10, SBS, ABC | DM "$10k"
This is the real size on a phone. Every word is readable.
The step-by-step guide to your first million | Author, Virgin Millionaire (Wiley) | Founder, Pivot Wealth | Adviser on $2.5B | DM "$10k" for my free tax challenge
This is the real size on a phone. Every word is readable.
Find $10k+ in tax savings in 7 days with my free challenge | Adviser on $2.5B for high-income Aussies | Author, Virgin Millionaire (Wiley) | DM "$10k"
This is the real size on a phone. Every word is readable.
Adviser on $2.5B for high-income Aussie families | Author, Virgin Millionaire (Wiley) | Columnist, The Daily Telegraph | As seen on NINE, 7, 10, SBS, ABC | DM "$10k"
This is the real size on a phone. Every word is readable.
RSUs can leave you a tax bill bigger than your shares. I fix that for Aussie tech workers | Adviser on $2.5B | Author, Virgin Millionaire | DM "$10k"
This is the real size on a phone. Every word is readable.
Send it to anyone who likes or comments on your posts, or who's just connected. Swap the highlighted bits for each person.
Hey [FIRST NAME] - I'm just about to head out the door to [pick up the kids] and thought I'd send this through quickly before I forget.
I saw you [liked / commented on] my post about [TOPIC] (or: thanks for connecting!), so I wanted to properly introduce myself.
I'm Ben, I'm a financial adviser and I run Pivot Wealth. We help people in tech who earn well, get paid partly in shares, and still feel like they should be further ahead by now.
I had a look at your profile and you reminded me of [CLIENT NAME] I was just catching up with.
[He/She/They] had RSUs piling up because deciding felt risky, and a tax bill every year on shares they hadn't even sold. [RESULT]
The reason it works so well is because we set rules that fire on vest day. A set portion gets sold, the tax gets parked on purpose so the bill doesn't raid your savings, and the rest goes into a plan you control instead of a price you can't. On average our clients' plans come out $71,203 a year ahead, after our fees.
It's taken us eleven years and close to 400 new clients a year to really dial this in.
And right now, we've got an offer where [THE OFFER].
As you can imagine, the "I'll deal with it after the next vest" habit isn't a big fan of us haha. But we don't mind, the more people who stop making an annual donation to the ATO, the better.
Anyway, I really gotta run or I'll be late for [ACTIVITY].
Happy to walk you through how it works? I've got [TIME 1] or [TIME 2] free tomorrow?
If not, no biggie at all. Happy to just send you our free 7-day $10k Tax Saving Challenge instead.
Nice to meet you!
Cheers,
Ben