Simplified Financial Storytelling Workshop Series

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Simplified Financial Storytelling Workshop Series

Inspired by a conversation on:

Market Maker

Market Maker

Breaking into Asset Management: Advice from a Boutique CEO

Host: Anthony Cheung

Timestamp: 40:40 - 42:30

Listen to Episode • View Podcast • All Ideas from Market Maker

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Feather Flow

Direct Quote

"It’s not just about ABS... it’s about simplifying complex financial storytelling."

Market Gap

Financial professionals struggle with effective communication of complex concepts.

In the finance industry, particularly in asset management, there exists a significant communication gap where professionals struggle to convey complex financial concepts in an understandable manner. This can lead to miscommunication between investment managers and clients, resulting in mistrust and poor investment decisions. Many financial professionals have technical expertise but lack the ability to translate that knowledge into compelling narratives that resonate with clients. Current training methods often overlook the importance of storytelling in finance, focusing instead on technical skills without addressing the communication skills necessary for client engagement.

Summary

This idea proposes a workshop series focused on financial storytelling, aimed at financial professionals and asset managers. The workshops would teach participants how to effectively communicate complex financial products and strategies using storytelling techniques. By emphasizing clarity and relatability, the workshops would help attendees learn how to present their ideas in ways that clients can easily grasp. This approach aligns with the podcast's discussion on the need for clear communication in finance. The target audience includes asset managers, financial advisors, and anyone involved in client-facing roles within the finance sector. The workshops could be offered both online and offline, creating a flexible learning environment for busy professionals.

Categorization

Business Model
Service
Target Founder
Subject Matter Expert
Difficulty
Medium
Time to Revenue
3-6 months
Initial Investment
$1,000-$10,000

Potential MRR (18-24 months)

Conservative
$1,000 - $3,000 MRR
Moderate (Most Likely)
$5,000 - $10,000 MRR
Optimistic
$15,000 - $30,000 MRR

* Estimates assume solo founder/bootstrap scenario with competent execution

Scores

Clarity
9/10
Novelty
7/10
Feasibility
8/10
Market Potential
8/10
Evidence
8/10
Overall
8/10
Found on October 6, 2025 • Analyzed on October 6, 2025 7:27 AM

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How should I validate this service idea before building it?

2:34 PM

Great question! For a service idea like this, I'd recommend starting with these validation steps:

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2:35 PM

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2:36 PM

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2:37 PM

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