Roadshow

Summary

This video script introduces a financial consulting franchise opportunity, emphasizing the growing market of financial planning. The speaker highlights the lack of financial education in Brazil and positions their business as a solution to this widespread issue. The company, Future Consulting, offers a comprehensive ecosystem including education, financial planning services, and investment advice. They seek partners and franchisees to expand their reach and help more people achieve financial stability and success. The script outlines the benefits of joining the franchise, including training, technology support, and the potential for significant earnings, illustrating the opportunity with examples of transformed client lives and successful franchisee stories.

Takeaways

• 🌐 The script is a promotional video for a financial consulting franchise opportunity, focusing on the growing market of financial planning and education.
• 📈 The financial planning segment is highlighted as a booming industry with significant growth potential, often referred to as a 'blue ocean' of opportunities.
• 💡 The company, Future Consultoria Financeira, positions itself as a solution to the widespread lack of financial education in Brazil, aiming to turn clients' dreams into reality through education and financial planning.
• 🔢 The video emphasizes the high percentage of Brazilians in debt and the stark contrast between the increasing profits of financial institutions and the growing financial struggles of the population.
• 🏦 It criticizes traditional financial service providers like bank agents, insurance brokers, and investment advisors for being partial and focused on sales rather than holistic financial solutions.
• 💼 The script introduces the concept of 'Future Planners' who act in the best interest of the clients, without being tied to specific financial products, and who use technology to provide scalable and personalized financial planning.
• 🏢 The group Future offers a comprehensive ecosystem including financial planning, a hub of financial solutions, business school for partner education, investment consulting, and a philanthropic arm.
• 🤝 The benefits of joining Future as a business partner or franchisee include a validated methodology, technology support, legal and administrative assistance, comprehensive training, and marketing support.
• 💰 The potential revenue from financial planning services is underscored as being significantly higher than other financial market opportunities, with the potential for high earnings and recurring revenue streams.
• 🚀 The script invites viewers to consider a career in financial planning with Future, outlining a clear path for growth, from individual financial planner to managing multiple franchises.
• 📚 The importance of continuous education and staying updated with market innovations and financial solutions is stressed, as part of the support provided to Future's partners and franchisees.

Q & A

What is the primary focus of the business model discussed in the video?

The primary focus of the business model is financial planning and consultancy, aiming to educate and assist clients in managing their finances and achieving their financial goals.

What is the 'futuro' mentioned in the script, and what does it represent?

The 'futuro' in the script refers to a financial planning and consultancy service. It represents a business opportunity for potential franchisees or business partners to engage in the growing financial market.

What is the main issue addressed in the financial market according to the video?

The main issue addressed is the lack of financial education among the Brazilian population, which leads to a high percentage of people being in debt and paying interest to financial institutions.

How does the video describe the growth of the financial planning segment?

The video describes the growth of the financial planning segment as a 'blue ocean' of opportunities, indicating that it is a market with significant potential for expansion and innovation.

What is the significance of the 'Hub of Solutions' mentioned in the script?

The 'Hub of Solutions' is a part of the 'futuro' business model that offers more than 500 financial solutions. It serves as a platform where financial planners can find the ideal solutions to fit the financial plans of their clients.

What role does technology play in the 'futuro' business model?

Technology plays a crucial role in the 'futuro' business model by automating processes, providing a platform for financial planning, and offering tools for managing client relationships and sales.

What is the 'XP Journey' mentioned in the script, and how does it relate to the client's experience?

The 'XP Journey' refers to the experience journey from the present to the client's financial goals. It is a three-step process involving an initial interview, a financial plan presentation ('Map of the Treasure'), and a long-term partnership to support the client's financial decisions.

What are the 'Eight Steps to Financial Freedom' mentioned in the video?

The 'Eight Steps to Financial Freedom' are a set of practical and didactic steps developed by 'futuro' to guide clients through the process of building a healthy financial life. These steps are part of the four pillars of financial planning: financial education, capital protection, capital accumulation, and capital expansion.

How does the 'futuro' model differ from traditional financial services?

The 'futuro' model differs from traditional financial services by focusing on the client's needs, providing personalized financial planning, and offering a wide range of financial solutions. It also emphasizes education and long-term partnerships with clients.

What are the potential earnings for someone joining the 'futuro' business as a franchisee?

The potential earnings for a 'futuro' franchisee are significant, with the video suggesting that a franchisee can earn a substantial income by providing financial planning services and receiving commissions from financial solutions provided to clients.

What support does 'futuro' provide to its franchisees or business partners?

Futuro provides its franchisees with a range of support including training, access to a platform with over 500 financial solutions, marketing guidance, legal and administrative assistance, and continuous mentorship from experienced professionals.