Brandi Jo Newman

Louisville, KY (USA)
Role(s):
Founder/Owner/Principal

BlackRock Energy (BRE)

Find More Startups Startup
Location: Louisville
Industry: Technology/Web
Year Founded: 2011
Number Employees: 1-10 people
Business Stage: Growth (profitable)
Entity Type: Limited Liability Company
Description: Marketing and advertising platform generating sales appointments for financial planning professionals. Looking for small capital investments of $50k to $100k for a 3 year growth and income strategy. MISSION: To make the most amount of money in the least amount of time with the easiest income generating business - life insurance sales. This is where I am supposed to tell how brilliant the idea of this company is... To provide our clients with an innovative wealth accumulation model and provide financial professional members with above average, prequalified client appointments – not leads. Guaranteed appointments for closing more business - more frequently. Dynamic Economics: An Overview For the benefit of the reader, investor or investors refers to the potential Angel investor. Dynamic Economics is a marketing and advertising firm targeting both consumers and financial services professionals. The firm is dedicated to educating the consumer on dynamic savings and the living benefits of guaranteed financial vehicles. Dynamic Economics senior management has over 50 years combined experience working with clients and professionals in all sectors of the financial services industry. The incredible opportunity for investors and members of Dynamic Economics is the end consumer is poised to be approached about these outside-the-box financial strategies. Dynamic Economics specializes in teaching clients how money really works. We help clients understand what financial institutions do with their money – and then teach them how to use the same processes and products for their own benefit. Other financial institutions, such as investment banks, stock brokerages, mainstream financial planners, simply teach clients how to use products that create advantages for the institution, not the client. It's a business like any other for them. Dynamic Economics Group on the other hand, teaches their clients how to use these products to create advantages for themselves. How does Dynamic Economics do this? Dynamic Economics Group illustrates how to recapture the out-flowing capital ($) by implementing a personal financing system. This is NOT a confusing process for the client. It is the simplest form of wealth accumulation. This process offers the same freedom as paying cash, but is far more powerful. Over time, Dynamic Economics Group’s clients are able to recoup the dollars that otherwise would have been lost in fees, charges and interest to financial institutions like banks and credit card companies. Systematically saving money, leading up to a capitalized money pool within guaranteed return, tax advantaged products, this money is then leverage within the instrument to make major purchases such as automobiles, boats, college education, vacations, investment opportunities, weddings, honeymoons, annual insurance premiums and other big ticket items. This is not a transactional sale for the financial professional or for the prospective client. This entire process encompasses current cash flow, current debt management, current exposure to risk, current ideology about financial products, and a change in the client’s current level of exposure to literature that focuses on concepts of money. The prospect will need to have three characteristics in order to enroll in the Dynamic Economics process (with respect to this Angel Investor offer): #1 - An open mind with respect to money concepts. #2 - A love of family #3 - A household income about $90,000. If the prospect has burdensome debt as a result of high interest credit cards, college loans, etc; then the prospect is placed in our monthly education series on getting out of debt efficiently and effectively, while a human life value term insurance is placed on the client. Within the last four years, the typical American family and small business owner has experienced a dislocation between the typical financial advisor from the big investment banks like Wells Fargo, Bank of America/Merrill Lynch, Goldman Sachs or UBS. This is where Dynamic Economics Group can step into the niche of educated investor and profitable small business owners. More and more of our fellow Americans small business owners are seeking information about money. They are not seeking knowledge on investing; they are seeking for more proactive strategies on how to protect what they have saved and produced. In order to provide a laboratory to test our strategies, Dynamic Economics uses macroeconomic planning software called Wealth In Motion® to easily allow the prospect the understanding of the flow of money - NOT just a hopeful rate of return with no guarantees. Wealth In Motion® has a long and successful track record of providing honest, direct planning theories. More information about Wealth In Motion®, owned by LEAP Systems Inc, can be found in appendix D of this proposal. Wealth In Motion® is not associated with Dynamic Economics Group in any way, except for its licensing agreement with Brandi Jo Newman. Detailed Services Description: For the consumer: Dynamic Economics will provide our customers with a financial advocate to provide clear, concise financial guidance using Wealth In Motion® and self financing education. For the professional: Dynamic Economics will provide a continuous stream of fully qualified prospects. Dynamic Economics has full confidence in its private member financial professionals to close more business thus producing more revenue which allows for more return for the potential Dynamic Economics Angel Investors. Participation for private member financial professionals will be invitation only. Referrals from initial members at launch will be top priority with a rigorous Consumer Hyper Local Market Analysis Summary Targeted Markets: Austin & San Antonio Within 28 miles of Dynamic Economics’ headquarters in San Antonio there are 45,886 addressees with the specific targeted demographics:  Homeowner’s with Household Income: $75,000 - $250,000 or more  Adult Age Range: 30 to 55  Married with children living in the household Within 23 miles of Austin office location there are 54,165 addresses with the specific targeted demographics:  Homeowner’s with Household Income: $75,000 - $250,000 or more  Adult Age Range: 30 to 55  Married with children living in the household Within Targeted Zip Codes: San Antonio: 78258, 78257, 78259, 78232, 78248, 78216, 78163, 78209, 78006, 78015 Austin: 78759, 78731, 78746, 78735, 78730, 78669, 78660, 78620, 78735 34,609 Addressees with targeted demographics Strategy & Implementation Summary The initial advertising run will be on radio with a complimentary direct mail piece to specific zip codes in Austin, Texas. The first 50 qualified responders will be our test group. These prospects will be enrolled in the online video autoresponder series, invited to weekly seminars and asked to participate in a focus group. This will give us a good tracking point to adjust language, time frames, follow-up approaches and online content. Competitive Edge Dynamic Economics Group has no competition. There is no other financial services firm or marketing firm that has this content, philosophy or approach. All other financial services institutions focus on product transactions and not the clients overall well being. There will be some select prospects that do not become clients because of product focus. These are not the clients Dynamic Economics is meant to work with. We will help them as much as possible and will take the client through the entire process with no purchases – this will happen. Marketing Strategy Hyper Local Television Advertising: Time Warner Cable, AT&T Uverse, Verizon, Local Affiliates: ABC, CBS, NBC Social Media: Facebook Fan Page, Twitter, (URL removed) Corporate Page Online Advertising: We Are Austin Banner Ad, Facebook Ads, (URL removed) Ads, Localized Blogs Word-of-Mouth Affiliate Advertising: Affiliate platform for affiliate bloggers, publishers and linking. A qualified lead is generated from outside the direct targeted marketing strategy. This will be a cost-per-lead expense. Email Marketing: Weekly, Monthly Newsletter continuing the education of self financing with the living benefits of Dynamic Economics philosophy. Direct Mail: 3 prong approach to targeted households. 1st approach invitation to seminars, webinars, white papers; 2nd approach reminder postcards to seminars, webinars. 3rd approach outbound call center to affiliate leads and targeted households. Outbound Call Center: Ongoing from day 1 to targeted households in Austin market. Community Sponsorships/Education Events: Golf tournaments, Ignite A Dream Events, SXSW, Austin & San Antonio Rodeo Radio: KLBJ, 98.9 The Big Talker Relationships with Media Professionals: Ongoing relationship building with media professionals to write articles, broadcast news stories and become an expert in the investing & retirement arena for Austin. Press Releases: Weekly press releases written for the consumer to generate leads from web, print, video and television. Data Mining: Hoovers data leverage from business insights & contacts Financial Highlights Projected Revenue from Consumer Division As a case by case comparison with existing clients in-house, one new client or household generates $4,434 of annual base premium. Compensation structure for non-registered products: Renewal Service Commissions FYC Year 2 Year 3 Year 4 -10 Years 11+ Whole Life 55% 55% 7% 4% 2% - Term Riders LTP 10 50% N/A N/A N/A N/A LTP 15 55% N/A N/A N/A N/A LTP 20 60% N/A N/A N/A N/A LTP 30 65% N/A N/A N/A N/A Term Policies LTP 10 50% N/A N/A N/A N/A LTP 15 55% N/A N/A N/A N/A LTP 20 60% N/A N/A N/A N/A LTP 30 65% N/A N/A N/A N/A Given the compensation structure of a licensed professional, the $4,434 of base commission equals $2,438.70 plus expense allowance and production bonus. Not to mention incentives at certain compensation levels. Total compensation for the average case is: $4,179.05 Expected Revenue for closing 90 cases by year’s end: $376,114.50 this would be an average of closing of 10 cases per month. Projected Revenue from Professional Division Licensed professionals in Texas will be charged $75 for pre-screened, pre-qualified prospects with a split of 30% of the revenue generated from the lead generated. The professional division of Dynamic Economics Group will allow for more cases to be opened and closed generating more revenue than only Dynamic Economics Group designated professionals. An average of 25 cases per professional in network would generate at least $20,000 in extra revenue per professional for Dynamic Economics Group. Takeaways: This business already makes money. I want to make more money with more exposure in my immediate market. I want to change the entire financial planning industry. Everyone needs to know about this concept!!!