A51 Personal Marketing Plan for Clay

20 Year High Performance, Highly Personal
Marketing Plan for Wealth Partner Claycel
Claycel Solidum
www.linkedin.com/in/claycelsolidum

Z: My End in Mind in Pictures
2
a christian a daughter a Sister a student
an employee a church-youth leader a friend

Road to Becoming "the pearl"
3
Story Selling Outline
Vision / Mission
Roles
12 Keys to Transformation
1.
2.
3.
A. THE WORLD IS YOURS
B. END IN MIND
wealth partner with a purpose

MY PURPOSE IN LIFE IS TO HELP ALLEVIATE THE
LIVES OF FILIPINO PEOPLE, ENABLING THEM TO
LIVE A BRIGHTER LIFE THROUGH MY GOD-GIVEN
GIFTS IN INVESTMENTS AND PORTFOLIO
MANAGEMENT.
vision / mission
4

7 roles
5
Committed christian
loving daughter
supportive sister
hardworking student
exemplary employee
passionate church-youth leader
reliable friend
1.
2.
3.
4.
5.
6.
7.

Committed Christian
6
role 1

supportive sister
7
role 2

hardworking student
8
role 3

exemplary employee
9
role 4

passionate church-youth leader
10
role 5

reliable friend
11
role 6

loving daughter
12
role 7

personal brand
6
Wealth Partner Claycel
"Your partner to live brighter"
Financial Freedom
=
Investing Wisely
+
Investing Habitually
+
Giving God 10%Tithes

marketing plan for life
6
Define Business-
Assess Market - Capitalize on Strength
Identify PTM- Discovering Real Me
Launch Strategy- Find Niche & Risk
Weather PLC (Product) Life Cycle -
Balance Mix - Build My Brand
Expand Reach (Place) - Create My Legacy
Campaign Ad (Promo)- Reawaken Creativity
Plan Distribution (Place)- Share Time & Energy
Achieve Sales- Reach Goals
Analyze P & L- Keep Score
Seek Opportunities- Make Dreams Real
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
consists of 12 steps

wealth partner claycel's marketing plan for life
6
1.Define Business-
Who Am I? I am Wealth Partner Clay
2. Assess Market- Capitalize on Strength
My technical & communication competencies specializing in investments and portfolio
management
3. ID PTM- Discovering Real Me
Excel in 7 roles as Christian, daughter, sister, student, employee, church – youth leader, friend
4. Launch Strategy- Find Niche & Risk
A wealth partner to those who wants to experience financial freedom
(risk: not everybody will wants to invest for long-term)

6
5. Weather PLC (Product) Life Cycle -
Consistent updating of recent events and its impact to the economy, do personal investing and
teach
6. Balance Mix- Build My Brand
Combining numbers and a good story to prove a point
7. Expand Reach (Place) - Create My Legacy
Digital content that makes investing easy for Filipino people
8. Campaign Ad (Promo)- Reawaken Creativity
Explore different asset classes (bonds, time deposits, real estates, etc.

6
9. Plan Distribution (Place)- Share Time & Energy
Short reels and creating Youtube channel
10. Achieve Sales- Reach Goals
Make SMART goals (Specific, Measurable, Attainable, Realistic and Time Bound)
11. Analyze P & L- Keep Score
Reviewing social media analytics and evaluate quarterly
12. Seek Opportunities- Make Dreams Real
One step at a time. Walk the talk by making personal investing a habit.

Compare now vs 20 years
7
Here and Now
31 years old
Daughter
Sister
Employee
Working to Save and Invest
Living day to day
End In Mind
Sufficient 51 years old
Happily Married
Successful Kids
Business Owner and Consultant
Philanthropist
Inspirational Speaker

As a wealth partner, my success is seeing my family, friends and
community reach their financial goals.
But more than that, raising my next generation as financially
intelligent filipinos is my success
my winning outcome

A51 Personal Marketing Plan for Clay

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