Nestor Vargas, CFP®🟢

Financial Advisor

MyGymProfits

We help gym owners make their gyms profitable.

Founder

AlignPoint Wealth

AlignPoint Wealth is a personal financial planning firm focused on helping business owners unlock and protect the value of their lifelong work- their business.

Certified Financial Planner

Fidelity Investments

Regions Bank

Finance Specialist

Protect and maximize your business value | I will show you how | Financial Planner for established entrepreneurs.

There are 3 things I see small business owners struggling with the most:

Lack of systems
Lack of cash flow
Lack of a financial plan

For over 14 years, I’ve been guiding business owners and their families to create long-term financial security.

Watching my Mom go through pain and heartache is why I chose this path.

Her commercial cleaning business did not sell. 

• She worked her tail off forever 
• She never took a real vacation for 10 years 
• Her business was profitable but wasn’t transferable

She never built for an exit or retirement.

But she’s not alone.

The recurring themes I’ve seen during my 14 years of experience:

• Most business owners aren’t prepared to sell
• Most business owners aren’t prepared to retire

And 80% of businesses won’t sell.

Plus, 99% of financial advisors give advice that helps people work 9-5.

Not business owners. A travesty.

This is where I enter the game and become your Financial Quarterback.

Someone who is a business owner and financial advisor.

I want to help you avoid the pain, heartache, and sleepless nights business owners like my Mom have suffered through.

So if you’re an established business owner who wants to:

1 - Unlock the value of your business and life’s work
2 - Get serious about selling your business
3 - Set your business up to retire early

Click the link in my featured section to see if we can build a financial game plan for you

Green Mountain Panning is a personal financial planning firm focused on helping high-achieving corporate employees organize their money lives so they can start their entrepreneurial journeys.

Our founder successfully left corporate work 6 years ago so he understands all that is at risk.

Nestor Vargas, CFP®, CEPA

I've been in the industry long enough to know that no advisor is the same, and yet our industry is actively being commoditized. 

Think about it...

When a service is commoditized, prospects assume every service provider is the same. 

By posting the same white-labeled content, we're just proving them right. 

I help advisors de-commoditize their practice by creating authentic video content at scale.

Nate Hoskin

My marketing ROI so far this month is 12.63x thanks to a 4-step digital funnel that demands 2 hours of my time. 

To create a clean dataset, I completely rebuilt my funnel before January 1 so that I could share my results with the members of our SageContent coaching group. 

If you want to see how it works, check out our webinar with Wealthbox on Feb 3! 

Click here to RSVP 👇

https://lnkd.in/gKvFfyuG

Nate Hoskin, CFP® 🎥

Financial advisor and digital marketing nerd focusing on making a million people more financially literate.

This is how to turn your audience into active participants in your funnel... 

Without vamping for time or holding information hostage. 

You can still provide every answer they could possibly need (and some more they never thought of), you just don't do it all in one video. 

Or all in one podcast. 
Or all in one blog. 
Or all in one email. 

By asking your audience to connect the dots, they become active participants in your funnel. 

They download your lead magnets. 
They read your emails. 
They watch your videos. 
They go to your website. 

And with each action, we raise the probability that the next action is scheduling a call.

4 parts to a digital funnel: 

The landing page MUST be a standalone page with a curated flow for visitors. It can't be the homepage of your website. 

The lead magnet should be a high value, low effort piece of content that's easily downloadable from that landing page. 

Once you collect an email, you need an automation to follow up with those people and give the more value, along with an invitation to book some time with you. 

All roads lead to the call booking link, but the journey doesn't stop there. Visitors need to pass THROUGH your booking link, so don't ignore it. Make sure you continue to explain the value on the booking page so they understand why they should complete the form.

🙋‍♂️ Too busy to be inventing mediocrity. 

There are thousands of creators who have each posted thousands of videos.

Of course I'm not going to copy them verbatim...

But I would be making my life harder than necessary if I ignored the work they've already put in.

I spent years (and thousands of dollars) just trying to get my videos edited. 

I hired off of Upwork and Fiverr
I paid for monthly packages
I hired a dedicated, full-time editor

Each came with their compromises. Each left me feeling like I didn't quite get what I wanted. 

Of course I'm biased, but the work the editors are doing at SageContent is second to none. 

I barely have to proofread, I don't have to remind them that 401(k) is spelled... 401(k). 

I just give them my videos and I'm always so impressed with what I get back.

taplio

The Battle

Nestor Vargas, CFP®, CEPA

Nate Hoskin

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taplio

The Battle

Nestor Vargas, CFP®, CEPA

Nate Hoskin

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Nate Hoskin's LinkedIn Performance

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