A NOTE FROM SARAH...(please read)

Hello to my brilliant experts and outstanding marketing team! I am deeply grateful for your time, expertise and wisdom. This event is going to be awesome all because of your participation. I cannot wait to see you all LIVE on March 21!

This promotion center has everything you need to promote the show to your community. Please feel free to edit any of the copy to match your language. 

On this page you'll find:

  • Event Schedule
  • Your Expert Tracking Link (Affiliate Link) - Use this link for all promotions please 
  • Your Promo Copy - We've created some amazing copy complete with subject line and preview text that have been put through the advanced marketing institute’s analyzing tool. All the headlines have a rating of 65% or higher. Please feel free to customize to your audience.
  • Graphics - We have created social media graphics that will fit on all platforms. Please feel free to use these graphics with your promo, as posts with images do better than posts without.
  • Promotion for the event begins on Thursday March 7th runs through Wednesday March 20th, 2024. The show GOES LIVE on March 21, 2024.  We will be on air from 9:00 am - 12:00 pm PT.

If you have any questions or need anything at all, please reach out to the team at partnerships@sugocapital.com.

With Gratitude & Abundance,


SHOW SCHEDULE (TIMES ARE SHOWN IN PT)



Thursday March 21st 2024:

9:00 - 9:05 AM - Welcome
9:05 - 9:50 AM - [TBA]
9:50 - 10:30 AM - Speaker 2 [TBA]
10:30 - 11:15 AM - Speaker 3 [TBA]
11:15 - 12:00 PM - Speaker 4 [TBA]
12:00 PM- Q and A 




EXPERT TRACKING LINKS (AFFILIATE LINKS)


John Bowenshttps://theconfidentinvestorsummit.com/exit-john-bowens/

Aaron Scott Younghttps://theconfidentinvestorsummit.com/exit-aaron-young/

Laura Dohaneshttps://theconfidentinvestorsummit.com/exit-laura-dohanes/

Al Fialkovichhttps://theconfidentinvestorsummit.com/exit-al-fialkovich/

Trent Lee https://theconfidentinvestorsummit.com/exit-trent-lee/



SOLO EMAIL COPY

SOLO EMAIL TIPS FROM OUR TEAM

Be sure to EMBED all affiliate links in your emails. If you embed raw links, it will trigger SPAM.
TO DO THIS: Type something like: Click Here For Your Ticket, hit the link icon which will bring up an area for you to copy and paste your link and it will highlight the text you typed out.  You now have an embedded link! 
Never use a link shortener such as Bitly. It will ALWAYS trigger SPAM and it brings down your domain reputation. 😨😱
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Feel free to change the language to match your community. We want to make sure that we are appropriately connecting with your following and you know them best!  If open and optin rates do not reflect that the language resonates, we will work with you to create new copy. 
Bold key words to support the reader.  Email readers scan emails.  Bold words give them the important information quickly.  We have already done this for you below. If you see something else that would resonate with your following, please feel free to bold and highlight where necessary.


SOLO EMAIL #1 TO BE SENT March 7 - March 13

Subj: What’s your Exit Plan?

Preview text: Don’t leave money on the table


Hi (Name),

Do you feel like risking everything you worked tirelessly to build up until now?

Me neither.

As a business owner/real estate owner/W2 professional...you need structure around an exit strategy....for any life transition. 


And you need to start working on that strategy now.


We see too many people wait until the last minute to come up with a plan...and make costly mistakes for themselves and their families. 


[RSVP To Learn How] (make this a button with your affiliate link)


On March 21, I am co-hosting an event all about ownership transition. Join me and 4 seasoned experts in tax strategy, business valuation, funding and investment strategy during THE EXIT PLANNING SUMMIT: Strategies for Selling, Retiring and Contingency Planning on March 21 from 9 am - 12 pm PT.


Join me to learn:

✅ Succession and Contingency Planning

✅ Valuation Secrets: 3 Ways to Maximize your $!

✅ How to Minimize Legal and Tax Landmines: Ensuring your transition is as profitable as it is smooth


✅ Options for Funding a Transition: Exploring how the transition will be structured financially


[RSVP HERE] (make this a button with your affiliate link)


📅 Date: March 21
Time: 9 am - 12 pm PT
🌐 Virtual event

🎯6 Industry Experts



(INSERT IMAGE)

(center, make this a button and INSERT AFFILIATE LINK)



Arm yourself with specific strategies, insights, and tools needed to navigate any life transition with confidence.

Let’s transform uncertainty into opportunity!

See you there!

Speaker Signature

P.S. Don’t miss it! We'll save plenty of time for Q&A - get your answers! >>JOIN US HERE [make this bold and insert affiliate link here]



SOLO EMAIL #2 TO BE SENT March 13 - March 19



Subj: 4 Keys to a Profitable Business/Real Estate Exit

Preview Text: Get your plan DONE!


Hi (Name),


If you own a business, real estate or are a working professional, you'll want to tune in March 21st. [link your affiliate link here].


Especially if one day you want to 

   - sell your business?

   - sell your real estate and become a passive investor?

   - retire from your professional job?

   - pass on your legacy to your family?


When planning your exit and life transition, you'll want input from experts. 


There are so many nuances to 

   - maximizing your value

   - reducing your tax hit

   - protecting your assets

   - preserving your legacy


...and WE HAVE ALL THOSE FOR YOU IN ONE EVENT! 


You've built this. The stakes couldn’t be higher if you make a wrong move.


We're here to give our knowledge. 

 

On March 21, from 9 am - 12 pm PT, I’ll be co-hosting a virtual event with 4 experts in tax planning, business valuation and more during The Exit Planning Summit: Strategies for Selling, Retiring and Contingency Planning. Together, we will teach you what we've learned over decades of experience so you can put a successful exit or transition strategy in place.


[REGISTER AND LEARN] (make this a button and use your affiliate link)


📅 Date: March 21
⏰ Time: 9 am - 12 pm PT
🌐 Virtual event
🎯6 Industry Experts



(INSERT IMAGE)

(center and INSERT AFFILIATE LINK)



Come and get expert advice NOW, before you need it. This is a chance to get the best strategists all in one place and ask your questions - without exorbitant rates.


Join in and get what needs to be done, done. The cost of being unprepared? Potentially everything.




See you then,


Speaker Signature


P.S. These speakers will be on LIVE, pouring out their expertise that they’ve learned over decades! >>RSVP HERE [make this bold and insert affiliate link here]



SOLO EMAIL #3 TO BE SENT MARCH 20 8AM PST


SubjThe Exit Planning Summit

Preview: [Tomorrow] LIVE



Hi (Name),

Tomorrow I’m co-hosting The Exit Planning Summit: Strategies for Selling, Retiring and Contingency Planning [link the title to affiliate link] LIVE!

 
And I couldn’t be more excited!

This summit could be a turning point for you and your business.  


You will have access to valuation experts, business exit coaches, tax strategists and more.  You will leave armed with the strategies you need to exit on a high note.

[RSVP HERE] (make this a button and use your affiliate link)


📅 Date: March 21
⏰ Time: 9 am - 12 pm PT
🌐 Virtual event
🎯6 Industry Experts


Join us to ask all of your questions - maximize your time with us!




(DROP IMAGE)

(center and INSERT AFFILIATE LINK)






We’ll see you tomorrow!


Speaker Signature

P.S. RSVP HERE [make this bold and insert affiliate link here]



SOLO EMAIL #4 TO BE SENT MARCH 21 8:45AM PST


SubjStarting in 15 min

Preview: The Exit Planning Summit



Hi (Name),

The Exit Planning Summit: Strategies for Selling, Retiring and Contingency Planning starts in 15 minutes. Come join us!



[JOIN NOW] (make this button and use your affiliate link)


IMAGE (use your affiliate link)




See you there!


Speaker Signature




SOCIAL MEDIA COPY

SOCIAL MEDIA TIPS FROM OUR TEAM

ALWAYS post to social media with a picture. It has been proven that posts with images get more engagement.
In this case, it is appropriate to use a link shortener such as Pretty Links or Rebrandly. Make sure that you are shortening YOUR affiliate link, NOT the plain website link.
Use the hashtag #theconfidentinvestorsummit
Tag @sarahsullivan in your posts!
If you have other social media platforms, use them!
If you have a personal story about your investment growth, please share it!

LINKEDIN/FB COPY #1 



Do you feel like risking everything you worked tirelessly to build?

Me neither.

As a business owner, you need structure around an exit strategy. Not only that, you need structure around an involuntary exit strategy.

Neglecting your transition and contingency planning could leave your business and your family vulnerable.

Join me and an incredibly accomplished team of Exit Planning experts for THE EXIT PLANNING SUMMIT: Strategies for Selling, Retiring and Contingency Planning on March 21 to learn:

✅ Succession and Contingency Planning

✅ Valuation Secrets

✅ How to Minimize Legal and Tax Landmines

✅ Options for Funding a Transition

📅 Date: March 21
⏰ Time: 9 am - 12 pm PT
🌐 Location: Link to join in comments


Transform uncertainty into opportunity.

#ExitPlanning #BusinessStrategy #Entrepreneurship #BusinessTransition #Leadership #SuccessionPlanning #BusinessValuation


<<<INSERT AFFILIATE LINK IN COMMENTS>>>






PROMOTIONAL GRAPHICS

PROMOTIONAL GRAPHICS TIPS FROM OUR TEAM

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SPEAKER + SARAH SIDE BY SIDE GRAPHICS

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