[BTC #3] The 3-Stock Retirement Blueprint by Jeff Clark
By: Bin Teo
Tags: Copywriting Tips, Copywriting, Financial Copywriting

In this episode of ‘Beat The Control’, I’m going to dissect Jeff Clark’s “3 Stock Retirement Blueprint” promotion.

First, let’s start with the headline. Pay attention to whether you feel the urge to keep scrolling…

Using the ‘New, Easy, Safe & Big’ Formula by Kyle Milligan, let’s look examine the opener: New: It’s not uncommon to assume that you need to involved with multiple stocks to fund a comfortable retirement. So by promising that you ONLY need 3 stocks, this presents a slightly unique angle. I reckon this promise is a bit weak though since I’ve encountered investment gurus who promote the principle that you only need a handful of stocks to succeed. Easy: It’s easy because you only need 3 stocks to retire rich. Plus, the names and tickers of the three stocks are already provided. Safe: What can go wrong if you are already provided with the names of the stocks to purchase? On the surface, it seems like this is a no-brainer. But if you have done any investing, you know that you shouldn’t just blindly buy into a “good” stock. You need to consider other factors like timing and buy/sell volume. Big: In this headline, the promise is ‘retire rich’. This promise is OK since there are other financial promos promising the same. Being ultra specific would be helpful.

Here are some suggestions I would make:

Unique Mechanism: Given how sophisticated the financial market, ‘3-Stock Retirement Blueprint’ seems a bit weak. Plus it seems to be repeated the next line ‘How to Retire Rich Using Just 3 Stocks’. Plus, there’s a risk readers would classify see the word ‘stocks’, categorise this promo yet another ‘run of the mill’ and bounce from the page. So I would suggest removing ‘Stock’ and replacing the headline with a more unique sounding mechanism. Increase Safety: Retiring rich from 3 stocks seems too good to be true. What if I lose my money because it’s too risky? Perhaps Jeff could expand the ‘30-second “live demo”’ to ‘30-second “live demo” that shows you how to safely leverage these stocks and profit fast’. Make Promise Bigger: The phrase ‘retire rich’ seems seems too vague. Being ultra-specific would be helpful (e.g. This approach has enabled me retire at 42 and generate tens of thousands of dollars every year). Urgency & Scarcity: Adding some urgency would strengthen the headline (e.g. Discover these 3 stocks before the opportunity closes).

Next, let’s review the lead. Does it spark even more curiosity?

Jeff introduces himself and highlights his credibility.

Then he quickly proceeds to introduce his unique mechanism — positioning it as superior to trading many stocks or the “buy and hold” strategy.

After which, he transitions to make it relevant to the reader. He highlights the benefit “grow their nest egg quickly — with minimal effort.” As well as how easy this approach is “You don’t need an advanced stock market knowledge” and “takes about ten seconds”.

He quickly countered the main objection “Is this too good to be true?” by proving proof of success. Out of all the trading methods, this is the most successful — allowing him to retire at 42 and generate tens of thousands of dollars every year. Then he opens the curiosity loop by mentioning “Today you’ll get all the details”.

Jeff proceeds to describe his well funded retirement (aka the dream life).

Then he makes it relatable to the reader by describing how other people like them have achieved great results too.

After which he opens the curiosity loop, by stating that the only difference between them and the reader is a “new kind of retirement blueprint”.

This concludes the lead.

Next, we review the body copy. Does it address the key objections in your head?

In this section he starts by explaining how this technique works — it has to do with options. Objection: Aren’t options are dangerous? He quickly deals with the negative connotations associated with options (e.g. complexity and risks) by classifying them as misconceptions. Then he brings the reader’s attention back to the end goal — “the potential to make you rich — fast.”

He backs it up with an example.

Then he explains how this result is possible with a quick introduction to options and its benefits.

After which, he sets the stage for his unique mechanism “3-Stock Retirement Blueprint”. He positions it as superior against 99.99% of the securities in the market, watching CNBC and searching the Internet.

Objection: Shouldn’t I just ‘buy and hold’, instead of taking risks with objections? Jeff explains the maths that a 4.5% return from stocks isn’t sufficient to build a nest egg — especially if you are nearing retirement age.

He makes a claim how you have the potential to grow your wealth 1,000% in a matter of months. Then he backs it up with 3 examples of proof.

Objection: How’s your approach to options unique to conventional methods? Jeff explains that he has a unique mechanism called “Fast Money Trade Setups”. He doesn’t worry about different sector, market or security… unlike investors not using this method.

He backs it up with a few examples.