1. Website Pages (Lead Magnet Strategy)
Objective: Attract leads by offering a valuable resource, similar to the competitor’s example.
Action Plan
Create a dedicated landing page inspired by 7SaturdaysFinancial’s “Retirement Roadmap.”
Offer a free downloadable guide, checklist, or tool (“Retirement Roadmap,” calculator, or retirement quiz).
Capture leads with a clear call-to-action (CTA) form: name, email, and phone.
Add testimonials, trust signals, and a summary of the benefits gained from the resource.
Follow up with an automated email that delivers the lead magnet and invites users to a complimentary consultation/session.
Website ideas
| No. | Name Idea | Value Proposition / Description |
|---|---|---|
| 1 | The Financial Flight Plan | Conveys a clear, actionable strategy and a structured path, much like a pilot's plan, to safely navigate to and through retirement. |
| 2 | The Retirement Blueprint | Implies a detailed, precise, and custom-engineered plan—the foundational schematic for their financial future. |
| 3 | The Wealth Trajectory | Focuses on defining the current and optimal route their assets must take to achieve specific, long-term financial goals. |
| 4 | The Clarity Compass Session | Highlights the benefit of gaining immediate, directional clarity on their finances and next steps, guided by expertise. |
| 5 | The Income Certainty Audit | Emphasizes the crucial deliverable for retirees: a thorough review and strategy for guaranteeing reliable, predictable income streams. |
| 6 | The Nest Egg Navigator | Positions your firm as the expert guide and protector of their accumulated retirement savings, ensuring safe passage. |
| 7 | The Secure Ascent Program | Suggests a structured, safe process designed to elevate their financial security and retirement readiness. |
| 8 | Your Personalized Prosperity Launch | A soft-sell approach that focuses on the transition and the tailored strategy needed to begin a prosperous retirement. |
| 9 | The Legacy Design Review | Appeals to clients focused on more than just income, offering a process to strategically design their wealth transfer and impact. |
| 10 | The Next Chapter Consultation | Positions the service as the essential first meeting to define, plan, and optimize the transition into their post-work life. |
Example Mockup
This is a visual example of how one of the landing page ideas could look.
