When you’re launching an agency, there are two critical pieces you need to nail right out of the gate: your value proposition and your goals. Think of your value proposition as the foundation of your brand—what makes you different, why clients should trust you, and the results you’re going to deliver. Without that clarity, you’re just another face in the crowd. And when it comes to goals, Jim Rohn said it best: “If you don’t set goals, you’ll end up working for someone who does.” We’re going to use Rohn’s framework to break down where you want your agency to be in 1, 5, and 10 years—and then set the milestones that will get you there. Let’s start with what makes your agency unique. Before you start reaching out to clients or building campaigns, you need to be crystal clear on the value you’re bringing to the table. What’s your agency’s core strength? How are you solving your clients’ biggest pain points? And, most importantly, why should clients choose you over everyone else? This isn’t about throwing out generic claims like “we offer great service”—everyone says that. This is about digging deep and getting specific. Start by mapping out three key areas: 1. Your Agency’s Strengths: What are you really good at? Is it delivering exceptional creative work? Getting measurable results through data-driven strategies? Or maybe it’s your ability to simplify complex problems for your clients. 2. Client Pain Points: Think about the frustrations and challenges your ideal clients are facing. Are they struggling to generate consistent leads? Is their brand messaging unclear? Do they lack time and expertise to manage marketing effectively? 3. Results You Deliver: What specific outcomes can you promise? Increased ROI, streamlined processes, better customer retention? Be concrete about the transformations your clients can expect from working with you. Now, combine these elements into a clear, concise statement that captures your unique value proposition. Keep it short and to the point—one or two sentences max.

Module 1 is LIVE in the Classroom section for Step 1: starting your cashflowing business. This is the course that the full community is working through. Right now the lessons are text-only but soon I will record video lessons. Reminder this week we have our first two scheduled mastermind meetings - Tuesday at 1PM mountain time and Thursday at 3 PM mountain time. 1 or more meetings per week is mandatory for accelerator members. ALSO we will have daily accountability threads where you can post your wins / difficulties & your social media posts so we can interact with your content. If you're new here, join us on the classroom for Step 1: Starting a cashflowing business. It's not just a simple "how to start a startup" course - it has ALL the wisdom of the high net worth playbook packed in there. Invite your friends! The community is free for a LIMITED time and people will be grandfathered in.

Get ready to get started! Head over to the classroom and sign up for the zero to one agency accelerator. This week is about PERSONAL DEVELOPMENT

Here's a free draft copy of the high net worth playbook. My guide to building wealth through a holdco empire.