Design Your Signature Advisory Offer
What It Is
This prompt acts as your personal offer architect — helping you build a compelling, outcome-focused advisory engagement that clients grasp and want from the first conversation. Instead of selling a list of services or billing by the hour, you'll walk away with an offer built around the transformation you deliver.
The output includes an offer name, offer promise, what's included (framed as client outcomes), a pricing model with rationale, and an offer description in your client's own language.
Who It Is For
Trusted Advisors who feel like they're underselling their value, losing prospects who don't understand what they're paying for, or struggling to differentiate themselves from competitors who charge similar fees for similar-sounding services.
Sample Output
Offer Name: The Executive Retirement Runway™
Offer Promise: A clear, tax-efficient path from your desk today to retirement on your terms — so every major financial decision in the next 5 years moves you forward, not sideways.
What's Included:
- Retirement Readiness Assessment — a complete picture of where you stand and what must happen before you can confidently step away
- Equity & Compensation Optimization — a proactive tax strategy for RSUs, deferred comp, and pension timing so nothing gets left on the table
- Retirement Income Architecture — a month-by-month income plan for your first 10 years in retirement, built around your real spending
- Ongoing Coordination — quarterly reviews and on-call access as your timeline gets shorter and decisions get bigger
Offer Description (in client language): "Most of my clients are 5 to 7 years out from retirement and they've done everything right — but they don't have a clear plan for the decisions that actually matter most in the final stretch. RSUs vesting, pension elections, Social Security timing — these are one-time decisions with permanent consequences. I help executives build the roadmap that makes every one of those decisions clearly the right call."
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