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.
Your buyer: Aussie tech workers who earn well, get paid partly in shares, and still feel they should be further ahead.
Your profile says one thing, turn your shares into real wealth, and the free $10k Tax Saving Challenge (DM "$10k") is how people raise their hand.
The Vest Day Plan workshop is the next step: invite your tech list with the client story that matches the equity they hold.
The one-shot DM is for people who engage with your posts or connect. The invites below are for your list.
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
For your target list. The case-study line is the hook, the invite is one sentence plus the ask, and the link only goes out in message 3 or after they say yes. [Square brackets] are yours to fill in. {Curly brackets} fill in automatically.
For people in tech who get paid in shares. 90 minutes on what to do with your RSUs so the tax bill stops raiding your savings.
If you've chatted with them before, open with: "Hey {First name}, I remember we were chatting about [X] at [WHERE]." Then carry on from "I'm hosting…".
One sentence plus the ask. Pick the variant that matches the equity they hold.
Hey {First name}, I know this is a bit random.
I'm hosting a small workshop for people in tech who get paid in shares, in [PLACE] on {Day + date}, walking through how a couple on $380k put their RSUs on a schedule and came out $45k ahead in year one, after advice costs.
Would you like to come?
Hey {First name}, I know this is a bit random.
I'm hosting a small workshop for people in tech who get paid in shares, in [PLACE] on {Day + date}, walking through how a pre-IPO couple with a baby on the way built a plan that works whether the IPO happens or not, and came out $50k ahead in year one, after advice costs.
Would you like to come?
Hey {First name}, I know this is a bit random.
I'm hosting a small workshop for people in tech who get paid in shares, in [PLACE] on {Day + date}, walking through how a client whose income more than doubled overnight caught it before lifestyle creep and came out $67k ahead in year one, after advice costs.
Would you like to come?
Example only, to a made-up prospect: Priya, just promoted to principal engineer at a listed tech company. Variant C, with a made-up place and date.
Hey Priya, congrats on the promotion to principal engineer.
I'm hosting a small workshop for people in tech who get paid in shares, in the Sydney CBD on Wednesday 22 October, walking through how a client whose income more than doubled overnight caught it before lifestyle creep and came out $67k ahead in year one, after advice costs.
Would you like to come?
Hey {First name}, I was chatting to [NAME/ROLE, e.g. an engineer at a US-listed tech company] who's stuck on [PROBLEM], and it reminded me to reach back out.
Keen to come?
Hey {First name}, I swear this is my last message haha.
It'll be a room of [SEATS] people in tech on {Day + date}, and we'll go deep on setting rules for vest day, so the tax bill doesn't raid your savings.
If you'd like a seat, you can book here: [LINK]
Once I see you've booked, I'll give you a quick call to hear what you'd most like to get out of it and run you through who else is in the room.
And if you're snowed under, just let me know and I'll reach out for the next one.
Awesome, we'd love to have you there! Here's the link: [LINK]
Do you have 5 minutes at [TIME] or [TIME] today? I'd love to run you through who else is coming.
Same three steps. Swap in the variant line that matches their equity. Add your general-advice line under your name if compliance wants it.
Hi {First name},
I'm hosting a small workshop for people in tech who get paid in shares, in [PLACE] on {Day + date}, walking through how a couple on $380k put their RSUs on a schedule and came out $45k ahead in year one, after advice costs.
Would you like to come?
Ben
Hi {First name},
I was chatting to [NAME/ROLE] who's stuck on [PROBLEM], and it reminded me to reach back out.
Keen to come?
Ben
Hi {First name},
I swear this is my last email about it.
It'll be a room of [SEATS] people in tech on {Day + date}, and we'll go deep on setting rules for vest day, so the tax bill doesn't raid your savings.
If you'd like a seat, you can book here: [LINK]
Once I see you've booked, I'll give you a quick call so I can hear what you'd most like to get out of it.
And if you're snowed under, just let me know and I'll reach out for the next one.
Ben