Strategy Session One

Remind the room of the monthly rhythm: strategy session → interview brief → virtual interview → review / approval → publish

Log into Owen's LinkedIn during this call — needed for compliance setup before content goes live

Owen: have login credentials handy

Video kit confirmed — no action needed

Primary goal: make a strong impression with existing clients and prospects — people already in the ecosystem who haven't yet seen a consistent content presence from the firm

Frame this as a launch, not a quiet start — cadence, channel presence, and the first newsletter should all feel coordinated and intentional

Financial Coach (YouTube / Facebook): firm-level content hub — original video and educational posts, standalone channel

Kevin LinkedIn → NWP Instagram: Kevin's content is the source; NWP Instagram is the adapted mirror. No separate NWP production.

Owen LinkedIn: original voice, building from zero — see launch angle below

Owen has no prior original posts — an intentional announcement is needed before regular content begins. Introduce the new chapter, why he's starting, what his network can expect.

Should feel like Owen — reflective, grounded, not a press release. It earns everything that follows.

Agree on tone and angle today — Evergreen drafts for Owen's review before the interview

Established rhythm — confirm 2x/week cadence (Tuesday / Thursday). Discuss whether supplemental posts via influence.io are something Kevin wants to run in parallel

Identify 1–3 active COI relationships to keep on the radar (CPAs, estate attorneys, Medicare specialists). No action now — flagging for asset planning in session 2

What's most top-of-mind for clients right now? What questions have come up most in recent meetings? That's where the first theme lives.

Financial Coach / Owen — 4–6 topic angles. Suggested territory:

Kevin / NWP — 4–6 topic angles. Suggested territory:

Client stories: Owen and Kevin each bring 2–3 recent anonymized scenarios to the interview — these become the backbone of the prompts

The most valuable prep they can do. Specific scenarios beat general topics every time.

"Untucked" podcast: is there a recent or upcoming episode that maps to this month's theme? Flag for clip extraction and branded distribution under Financial Coach

Confirm one long-form piece per brand for Month 1 — one for Financial Coach, one for New Wealth Project

Format and topic confirmed here; interview scheduling handled separately after the call

MailChimp consolidation: flag for Becky — plan to migrate from four segmented audiences to single audience with tags. Not urgent, but worth scoping a timeline

Pre-interview homework: Owen and Kevin each identify 2–3 client stories before their interviews. Evergreen sends the brief one week out.