Business Planning - MJB - Noosa Surf Museum

Summary of Meeting

1. Core Framework (Taki Method)

• Focus on one service, one market, one conversion tool, and one marketing channel until reaching $1 million in revenue.

2. Services Discussed

• Strategy Service:

  • Green light. Core offering as it leverages power planners’ expertise.

  • Collaboration with financial advisors to help formulate strategies.

• Complianc

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The StoryBrand framework by Donald Miller is designed to clarify messaging by positioning your customer as the hero of the story and your business as the guide. Here’s how the StoryBrand framework applies to your business:

1. A CHARACTER

Who is the hero?
Your customer: Financial advisors who feel overwhelmed by the time-consuming process of creating f

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