Hey Josh,
Great meeting today! Looking forward to hitting the ground running here and just wanted to shoot over a few notes in preparation of our kickoff call on Monday.
 
Kickoff Call Agenda:
  • Interview questions 
    • We will record this part of the call and use the transcript to help us create the content for the new sites, advisor pages, backlinks, and initial Press Releases)
    • Link to questions here – we will probably not hit them all and most likely go off script but just in case we need them they are here (highlighted ones are most critical).
  • Accesses to Current Websites
    • Godaddy account access / wordpress admin / contacts for posting content on:
  • Housekeeping items
    • Timeline / process
    • Slack channel set up (if you use it)
    • Billing
I also went ahead and just shot over our agreement as discussed via docusign so you should see that come through your inbox shortly. Also here is that strategy google sheet I walked through on the call (all items outlined in the docusign as well).
Let me know if you have any questions and looking forward to shaking those search results up!
Morning!
For my Jenkins Financial website-
jjenkins2008
Jetplane08!
Also- I run Jenkins Holdings LLC, which invests in short term rental properties in NC and in FL. It would be neat if I had a a webiste with my 4 homes. Here are the landing pages for all individual homes
In describing my primary biz- Tax Efficient investing with a focus on alternative strategies to compliment the stock market.
We have a few vetted companies that we send business to that reduces tax liability for clients. Regular financial advisors know nothing about this- all they do is recommend insurance, expensive annuities, or stick money in the market.
We help accredited investors understand there is MORE than what most “offer”, and how the offerings are what the bank ALLOWS them to sell- they can only sell what the bank makes money on.
We are an independent RIA who focuses on where the client is, where they want to be, and based on their assets we can recommend a blend of places to put their funds to cut taxes by potentially hundreds of thousands, if not millions over the course of their life.
Hey Josh,
Amazing – this is super helpful and will help us get a jumpstart on everything. We started planning out your new websites we’re going to spin up as well. The first two will be more financial advisor focused (as thats the core search term thats got the negative rep) but we can do a third site next month that can house your real estate investments (rental properties) and we can angle one that way.
All the pieces are coming together nicely so I’m looking forward to launching this rapidly and getting everything moving so we can start ranking the new sites, pages, and assets.
Have a great weekend!