Case Study #1
Client Name: Ryan Schachtner, A Must Win Financial Literacy
Ryan works in the financial industry as a Certified Financial Planner (CFP®). He is very good at his craft and one of the best at servicing his clients. Ryan is also the creator, founder and CEO of A Must Win Financial Literacy, an organization designed to help high school collegiate and professional athletes understand the importance of financial literacy and gain more knowledge of the investment and finance world. What is so great about Ryan’s work is that he is purely an educator. He does not represent the athletes he works with through A Must Win as their financial advisor but instead acts as a mentor to them if they desire and helps them find the right financial advisor to work with. But even if they do not work with him in this capacity, he still educates them. He gives them the tools needed to have basic knowledge of finances, investments and how to handle their money more efficiently and effectively. A Must Win is working in a very tough industry trying to get the attention of athletes to help them understand why it is so vital for them to have basic financial knowledge. What A Must Win does very well is they align themselves with other athletes (former professional and collegiate athletes) to help give them a competitive edge in establishing themselves in the marketplace. This approach is brilliant as it creates a sense of TRUST between A Must Win and the athletes they are engaging, giving them a much better chance of reaching the athletes to help make a positive impact in their lives.
A Must Win needs to get in front of as many sports teams as possible, trying and doing the best to positively impact the world of sports. Today, so many athletes in our country are playing high school and college sports. There is a tiny percentage of professional athletes in our country today. Still, all athletes need to have the basic knowledge of financial literacy to be in the best position to succeed in life during and after their careers. With the growing number of athletes playing sports today, now more than ever, organizations like A Must Win need to position themselves in the marketplace as a thought-leader regarding working with athletes to help them increase their basic knowledge of financial literacy. Along with positioning themselves in the market as a thought-leader, they also need to build partnerships and alliances with organizations that athletes respect and value. Doing this is crucial to their long-term success. Without these partnerships and alliances, A Must Win will not have a solid competitive edge to create a business edge over other groups. So, this is why A Must Win needed to create and execute a sustainable marketing strategy to help them be optimal in getting in front of as many athletes as possible.
Marques was hired by A Must Win for several different reasons. A Must Win hired Marques to help increase Mr. Ryan Schachtner’s ability to communicate better with his target audience of athletic directors and coaches at the high school and collegiate level and players, former players and coaches at the professional level. Ryan is an astute, educated and hard-working individual but has never been a professional athlete. Not being a professional athlete gives Ryan a more challenging road to connect with them as he cannot speak their language and relate to them as quickly. Marques playing football in the NFL has an excellent understanding of how to communicate with athletes at all levels, which is a massive benefit to Ryan and his brand as they are on their crusade to “crush financial illiteracy!” A Must Win also hired Marques to help make introductions for A Must Win to his network of influential individuals in the sports industry. Due to Marques’ background, this is something that he could do for Ryan in a much more efficient and effective way. Marques has the connections that could expedite Ryan’s timeline of getting A Must Win in front of the right people to help him turn his goals and aspirations into accomplishments much faster. This is why Marques was hired by A Must Win to be their business and executive coach.
Marques was able to help Ryan and A Must Win with the two primary tasks he was hired to achieve. Throughout the coaching, Marques worked diligently with Ryan on strategic and tactical ways to help him improve his communication skills with athletes, so he could speak their language more effectively to build TRUST. Marques improved Ryan’s communication skills by teaching him how to communicate through Business Value Drivers. Business Value Drivers was a program taught to Marques at Penn State University. Athletes learned how to take specific lingo from the sport of football and translate that knowledge into the language used in corporate America. The Business Value Drivers have been an important part of the foundation of Marques’s brand since he learned them in March 2018. Once Ryan learned these Business Value Drivers, it vastly increased his ability to communicate with athletes, which is essential in his business growth and production. Along with the Business Value Drivers, Marques also taught Ryan things like how to improve and strengthen his elevator pitch, enhance his leadership skillsets to be more effective in showing athletes he is a strong leader, communicate with athletes in a way in which they could comprehend financial literacy terminology more simplistically and much more. The second task Marques was able to help Ryan and A Must Win accomplish was expanding Ryan’s network to help him increase his influence in the financial literacy space. Marques opened up his Rolodex and introduced Ryan to many of his professional athlete friends and friends that work in athletics in high school, college and professional sports. He also introduced Ryan to a large amount of his corporate network, which has drastically helped Ryan and A Must Win grow their brand and increase their revenue and profits. Many coaches are unwilling to open up their network to help their business clients achieve success. Marques did this for Ryan without hesitation, which genuinely helped Ryan and A Must Win Financial Literacy on a multitude of different levels!