A51_20Y Marketing Plan_Aaron San Miguel.pdf

Excellence Never Sleeps @ www.linkedin.com/in/aaronmarksanmiguel/
Investment Proposal
20 Year High Yielding Marketing
Investment Plan for
Aaron San Miguel

Great Father Loving Husband Good Son
Excellent Banker Forever Learner Active Leader
Discovering WHO I want to be:

A. Investment Prospectus
1. Vision & Mission
2. Asset Portfolio / Roles
3. Marketing Plan
4. Investing Principles
B. Forecast for Long-Term Return
High Yielding Investment Plan to
Achieve Excellent ROI

To live a fulfilling life, achieved through
EXCELLENCE, using my abilities and foresight
learned from banking & finance, manifested in
realizing my full potential in my roles.
(my arete)
arete: ancient Greek term; full realization of
potential
Vision / Mission

Great Father Loving Husband Good Son
Excellent Banker Forever Learner Active Leader
A Good Investment Portfolio is made
of a Diversified Pool of Assets

Teaching Quality Bonding Example to Follow
Spending Time with my Children is
Investing in their FUTURE

COMMITMENT to the Plan is Crucial
for Success
Understanding Passion Overcoming Trials

RETURN to the nest
from time to time
Visit Help Out Seek Guidance

Excellence should
be HABITUAL,
almost like instinct
Highly Analytical Widely Read Seeks Feedback

Continuous learning is the minimum
REQUIREMENT for success
MBA CFA Books
Media Youtube Other People

Leadership is about pushing
OTHERS to excel
First among Equals Example to Follow Mentorship

Excellence Never Sleeps
Why an Owl?
• Excellent Night Hunter
• arete of excellence that
never sleeps
• Hard work through the late
hours of the night
• Typical in Banking & Finance

1. Define Business- Who am I?
Excellent & Values Driven Banker
2. Assess Market- Capitalize on Strength
Analytical Skills & Foresight, esp. in Finance
3. Identify PTM- Discovering Real Me
Great Father, Loving Husband, Good Son
Excellent Banker, Forever Learner, Active Leader
4. Launch Strategy- Find Niche & Risk
Excellence that never sleeps to fully realize potential (arete)
Risk: Not everyone desires a high standard
Marketing Plan for Life

5. Weather PLC (Product) Life Cycle – Innovation
MBA, CFA, other avenues for learning
6. Balance Mix- Build My Brand
LinkedIn, Performance, Word of Mouth
7. Expand Reach (Place) - Create My Legacy
Mentoring Peers, Teaching Kids
8. Campaign Ad (Promo)- Reawaken Creativity
Regularly engage with younger ones

9. Plan Distribution (Place)- Share Time & Energy
Work Efficiently = More Time with Loved Ones
10. Achieve Sales- Reach Goals
Set milestones to reach end-goal
11. Analyze P & L- Keep Score
Benchmark Self vs. Peers and vs. Goals
12. Seek Opportunities- Make Dreams Real
Make excellence a habit (it never sleeps)

1. Diversify
- I’m widely read and knowledgeable
in different subjects
- Varied Skills
- Helps w/ Networking
- Insights help in analysis
- Can adapt to change easily
Investing Principles that I Learned

2. Maintain Discipline
- I don’t change my mind over
every little update
- Ignore volatility; tune out the
noise / emotions
- Stick with a rational plan; Adjust
plan only if it’s clear situation has
changed

3. Know when to cut losses
- When it breaches a
personal line, I quit
- Know your priorities
- Ask what you can and
can’t afford to lose
- Avoid sunk-cost fallacy
!

4. Only Sell Assets, Never Principles
- I don’t cheat because I
want to learn and improve
- Stick to reasonable principles,
don’t be bribed by money/favors
- If you cheat in life, you ultimately
cheat yourself

Current Year & 20-Year Forecast
The Journey of a Thousand Miles
Begins with a Single Step
Present
1. Single
2. Manager in Bank
3. Taking MBA
4. Living w/ Parents
5. Earns for Myself
6. Eager to Learn
In 20 Years
1. Happily Married w/ Kids
2. Bank Executive
3. With MBA and CFA
4. Still Bonds w/ Parents
5. Breadwinner
6. Eager to Learn + Mentor

As I strive for excellence, I recognize that it’s a
habit that I forge everyday through my deeds. As
I repeat these deeds, I gradually realize my full
potential (arete), which is manifested through the
fulfillment of my goals.
Great Father, Loving Husband, Good Son,
Excellent Banker, Forever Learner, Active Leader
Excellence is an art won by
training and habit -Aristotle

I will know I’ve reached my goals when I reach
my milestones:
• Being happily married with kids
• Living separately in our own home
• Still finding time to visit my parents
• Becoming well-regarded in the banking industry
• Having MBA and CFA, while also still learning
• Joining the top ranks of my organization
Excellence is an art won by
training and habit -Aristotle

Investment Proposal
20 Year High Yielding Marketing
Investment Plan for
Aaron San Miguel
Do we Have a Deal?

A51_20Y Marketing Plan_Aaron San Miguel.pdf

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