Zoom Recording:

Month 11: Session 2 >
Passcode: D*3iDa$F

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Session Recap >

—

Resources For You to Use:

• ValuCompass: Core tool for the business owner market. View Tips & Notes.

• Client Authorization Letter(via Nick Penito) 

• Eisenhower Box

—

Reference Documents >

• 2026 National Exit Planners Survey

• Six Principles - Video(via Bill Bishop) 

• InnerZone

• Cost Segregation Questions - Avi Jacob, Terri Johnson

• Chris Mercer, 1% Solution

—

Homework:

Business

• Reinspect current clients and prospects for relationship vulnerabilities.

• Build a short story bank around deferred compensation, tax structure, mortality, insurability, and owner procrastination.

• Practice presenting a fee that is meaningfully higher than your current comfort zone.

• Separate engagement-fee dollars from general firm revenue, at least mentally, and decide what resources the fee must fund.

• Create or improve a quarterly client report card showing value delivered and next actions.

Personal

• Schedule CPA or attorney lunches and lead with what your firm does before asking what they do.

• Use the pause factor before calls, texts, and emails: write the purpose before acting.

• Explore the trap contract concept carefully before using it personally or professionally.

Always

• Fill out Session Reflection Worksheet

• Journal key actions, lessons, and reflections to maintain personal accountability.

• Implement the 5-hour Rule (one hour a day uninterrupted, five days a week)

—

Referenced Books

• Time to Think - Nancy Kline

• The Feldman Method - Andrew H Thomson

• The Algorithm - Jon McNeill

Zoom Recording:

Month 11: Session 1 >
Passcode: Kq*2%ap6

—

Session Recap >

—

Resources For You to Use:

• ValuCompass: Core tool for the business owner market. View Tips & Notes.

• Engagement Packet:

  • 2 Promises/2 Agreements

  • Pre/De/Re-Brief "Action Steps"/Template

  • Power to Connect

  • D.O.S. - Dangers, Opportunities, Strengths

  • Fixed Price Agreement Preparation Form

  • Collaborative Advisory Ecosystem

• Agenda Template 

• Holistiplan

• Calendar of the Army Example 

• Qualified Plan Distributions (QPD) Sample

—

Reference Documents >

• 2026 National Exit Planners Survey

• Dividend Withdrawal Case Study

• Vision Advocate Experience

• MDRT – “ 10X Mind Expander” – Dan Sullivan

• Chris Mercer, 1% Solution

• Re: Nash Equilibrium – “The Right Game: Use Game Theory to Shape Strategy”

—

Homework:

Personal

• Reach out to selected CPAs now with a breakfast/lunch invitation and discovery-first conversation.

• Contact local internship, business-school, or MBA offices for summer help.

• Create a one-page team / army profile with pictures, roles, mission, purpose, and values.

• Build a scope / guardrails page showing what the advisor does, what the army does, and what is not included.

• Buy or prepare physical conversation tools such as the Swiss Army knife and tailor’s tape.

Always

• Fill out Session Reflection Worksheet

• Journal key actions, lessons, and reflections to maintain personal accountability.

• Implement the 5-hour Rule (one hour a day uninterrupted, five days a week)

—

Referenced Books

• The Art of Impossible: A Peak Performance Primer (2021) - Steven Kotler

• Time to Think - Nancy Kline

• Atomic Habits - James Clear

Zoom Recording:

Month 10: Session 2 >
Passcode: aAj.*71V

—

Session Recap >

—

Resources For You to Use:

• ValuCompass: Core tool for the business owner market. View Tips & Notes.

• Steps Rick takes for: "Getting a Mortality Study"

• Business Client Revenue Opportunity (Blank)

—

Reference Documents >

• What to Ask Your Investment Banker

• Business Client Revenue Opportunity (Sample)

• V3 of Investment banker/PE Q&A (Coming Soon!)

• $2 Bill (for fun)

• S&P 500 "Draw Down"

• Keswick Doc

• Laws of Attention

• Bill Bishop's 7 Min Presentation

—

Homework:

Personal

• Start forecasting or projecting where you would like to see your client and the engagement in 90 days. Where you'd like to see it in 6 months and where you'd like to see it in a year.

• Borrow Success stories from your “Team”.

Always

• Fill out Session Reflection Worksheet

• Journal key actions, lessons, and reflections to maintain personal accountability.

• Implement the 5-hour Rule (one hour a day uninterrupted, five days a week)

—

Referenced Books

• Unlocking Private Company Wealth - Christopher Mercer

• Implementing Value Pricing - Ron Baker

• The Art of Impossible: A Peak Performance Primer (2021) - Steven Kotler

• Start with No - Jim Camp

Zoom Recording:

Month 10: Session 1 >
Passcode: 1u9tJ=rj

—

Session Recap >

—

Resources For You to Use:

• ValuCompass: Core tool for the business owner market. View Tips & Notes.

• Engagement Packet:

  • 2 Promises/2 Agreements

  • Pre/De/Re-Brief "Action Steps"/Template

  • Power to Connect

  • D.O.S. - Dangers, Opportunities, Strengths

  • Fixed Price Agreement Preparation Form

  • Collaborative Advisory Ecosystem

• 11X Operating Mantra

—

Reference Documents >

• Jim Camp Negotiations Systems

• Napolean Hill Mastermind

• AI Vision for Financial Advisors

—

Homework:

Challenge with Prize!

• Whomever can complete the most Pre/De/Re-Briefs in the next 2 weeks wins!

  • Use in conjunction with the other Documents in the Engagement Packet

Personal

• Give your clients a report card for this quarter (visual progress).

• Start forecasting or projecting where you would like to see your client and the engagement in 90 days. Where you'd like to see it in 6 months and where you'd like to see it in a year.

• Borrow Success stories from your “Team”.

• Reach out to CPA firms (again) as early as you can in February:

  • Budget for sending them lunch during Tax Season.

Always

• Fill out Session Reflection Worksheet

• Journal key actions, lessons, and reflections to maintain personal accountability.

• Implement the 5-hour Rule (one hour a day uninterrupted, five days a week)

—

Referenced Books

• The Checklist Manifesto — Atul Gawande

• Time to Think — Nancy Kline

• Start with No — Jim Camp

• Outwitting the Devil: The Secret to Freedom and Success — Napoleon Hill

• The Art of Impossible: A Peak Performance Primer — Steven Kotler 

Zoom Recording:

Month 9: Session 2 >
Passcode: NI05DWU^

—

Session Recap >

—

Resources For You to Use:

• ValuCompass: Core tool for the business owner market. View Tips & Notes.

• Zocks - MassMutual Contact: Dan Toogood

• 2 Promises/2 Agreements

• Pre/De/Re-Brief "Action Steps"/Template

• Company Profile Sheet

• 32 Boxes: Continuous Lifetime Planning

• 10 Ways to Monetize Your Business

—

Reference Documents >

• How to Build a Successful Business (Coming Soon!)

• How Advisors Build a Firm & Equity

• The Business Value Roadmap

• Collaborative Advisor Ecosystem

• #1 Reason for Unsuccessful Business Transition (Coming Soon!)

• Ideal Ownership Monetization (Coming Soon!)

• Key Business Issues (Coming Soon!)

• 4 Things that Happen to Key People

—

Homework:

Personal

Personal Operating audit (10 minutes, twice):

Answer these questions in writing.

• What did I do this week that reduced sleep, exercise, or thinking time, and what is the one change that fixes it?

• What "competition" did I create through avoidable sloppiness: skipping pre-brief, skipping checklist discipline, or having goals without habits?

• Where is a second set of eyes missing in client-facing work, and what deliverable gets it by default going forward?

• What habit, if repeated weekly, will compound success for me and the firm over the rest of 2026?

Execution (do both):

• Schedule two 45-minute "time to think" blocks on the calendar before the next meeting cycle.

• Run pre-brief + checklist + second set of eyes on the next two client meetings or deliverables, with names/dates as explicit checks.

Always

• Fill out Session Reflection Worksheet

• Journal key actions, lessons, and reflections to maintain personal accountability.

• Implement the 5-hour Rule (one hour a day uninterrupted, five days a week)

—

Referenced Books

• Start with No – Robert Jordan, Jim Camp

• The Checklist Manifesto: How to Get Things Right - Atul Gawande

• Jamie Dimon Interview (Podcast)

Zoom Recording:

Month 9: Session 1 >
Passcode: 3u8w1SE.

—

Session Recap >

—

Resources For You to Use:

• ValuCompass: Core tool for the business owner market. View Tips & Notes.

• Engagement Packet:

  • 2 Promises/2 Agreements

  • Pre/De/Re-Brief "Action Steps"/Template

  • Power to Connect

  • D.O.S. - Dangers, Opportunities, Strengths

  • Fixed Price Agreement Preparation Form

  • Collaborative Advisory Ecosystem

—

Reference Documents >

• Private & Family Business Owners Market: BCSTEP

  • Client View

• Scaling Up

—

Homework:

Personal

• 100 Financial Advisor Questions

Always

• Fill out Session Reflection Worksheet

• Journal key actions, lessons, and reflections to maintain personal accountability.

• Implement the 5-hour Rule (one hour a day uninterrupted, five days a week)

—

Referenced Books

• Start with No – Robert Jordan, Jim Camp

• Implementing Value Pricing - Ronald J. Baker

• The New Economy Thinker - Bill Bishop

Zoom Recording:

Month 8: Session 2 >
Passcode: ip#zUK0x

—

Session Recap >

—

1st Meeting Resources>

• 2 Promises/2 Agreements 

• 10X Questions/Conversation

• 359° Circle

• 1% Solution

—

Resources For You to Use:

• Power to Connect

• D.O.S. - Dangers, Opportunities, Strengths

• Pre/De/Re-Brief "Action Steps"/Template

• Zocks - MassMutual Contact: Dan Toogood

• VisionLink

—

Reference Documents >

• Jamie Dimon Interview

• Collaborative Advisory Ecosystem

• Pre/De/Re-Brief

• Navy Seal Debrief

• Age Chart Sample

—

Homework:

Personal

• Practice your pitch.

• Review your own “Collaborative Advisory Ecosystem.”

• Make sure you have 10 references:

  • If you do not have 10, ask others to “borrow” some.

• Reach out to CPA firms (again) as early as you can in February:

  • Budget for sending them lunch during Tax Season

Always

• Fill out Session Reflection Worksheet

• Journal key actions, lessons, and reflections to maintain personal accountability.

• Implement the 5-hour Rule (one hour a day uninterrupted, five days a week)

—

Referenced Books

• 1% Solution

• Start with No – Robert Jordan, Jim Camp

• Never Split the Difference — Chris Voss

• Debrief to Win - Robert “Cujo” Teschner

• Time to Think — Nancy Kline

Zoom Recording:

Month 8: Session 1 >
Passcode: 6CD!Y7m+

—

Session Recap >

—

Resources For You to Use:

• ValuCompass: Core tool for the business owner market. View Tips & Notes.

• Big A$$ Calendar

• Zocks– MassMutual Contact: Dan Toogood (dan.toogood@zocks.io)

• Zocks "Permission" Template

• Team Planning Matrix Template

• Team Planning Table

• Business Owners: Scaling Up (“Stair Steps”)

—

Reference Documents >

• 2 Promises/2 Agreements

• BlackRock Market Outlook

• Team Planning Matrix - Sample

• VC RoadMap (Redux)

• MassMutual Client Marketing (Title + Form Numbers for Compass Search)

  • The Value of Whole Life Insurance in Your Client's Overall Strategy (li1037)

  • Understanding the Features and Benefits of Whole Life (li301)

  • The Value of Whole Life Insurance Throughout Your Lifetime (li713)

  • Why MassMutual Whole Life (li754)

  • 2025 Quality and Performance Report (li602)

  • Our Investment Philosophy (ms1003)

—

Homework:

Personal

• Give your clients a report card of what you've done for them in 2025.

  • Mark your calendar to do this again before March 31st.

• From the Big A$$ Calandar (Jesse Itzler):

  • Plan 6 trips a year

  • Plan for 1 new habit every quarter

• Prioritize a free day. 80% of that day should be a function of being responsible for revenue.

• Think about the (your) leadership that is going to determine your direction and focus.

Always

• Fill out Session Reflection Worksheet

• Journal key actions, lessons, and reflections to maintain personal accountability.

• Implement the 5-hour Rule (one hour a day uninterrupted, five days a week)

—

Referenced Books

• Pricing on Purpose” - Ron Baker

• Unlocking Private Company Wealth (1%) - Chris Mercer

Zoom Recording:

Month 7: Session 2 >
Passcode: EmQ#6?.V

—

Session Recap >

—

Resources For You to Use:

• ValuCompass: Core tool for the business owner market. View Tips & Notes.

• Safelist – ValuCompass Sample

• Time to Think Excerpts

• Business Owners: Scaling Up (“Stair Steps”)

• VisionLink

• Zocks– MassMutual Contact: Dan Toogood (dan.toogood@zocks.io)

• Planning Table Individuals: Goals

• Planning Table Individuals: Results

—

Reference Documents >

• 2 Promises/2 Agreements

• Jamie Dimon Podcast

• 12- Box Thinking – AI Books

• Advisor Model for Business Owners

• ABC Ex-Client Structure Overview

Homework:

Personal

• Give your clients a report card of what you've done for them in 2025.

  • Mark your calendar to do this again before March 31st.

• Make sure you have 10 references.

  • If you do not have 10, ask other to “borrow” some.

• Aim for 3 Discovers a month in 2026.

• Review “Nancy Kline” Document (or read the book)

• Work on “Duane Style” 2026 Strategic Plan & Positioning Document

• Reach out to CPA firms as early as you can in January:

  • Budget for sending them lunch during Tax Season.

  • Prepare “Hand Delivered” “Topics” to individuals within the firm 

Always

• Fill out Session Reflection Worksheet

• Journal key actions, lessons, and reflections to maintain personal accountability.

• Implement the 5-hour Rule (one hour a day uninterrupted, five days a week)

—

Referenced Books

• Scaling Up – Verne Harnish

• Atomic Habits — James Clear

• The Checklist Manifesto — Atul Gawande

• Elevate: An Essential Guide to Life - Joseph Deitch and Mike DelGaudio

Zoom Recording:

Month 6: Session 2 >
Passcode: wC60.EYE

—

Session Recap >

—

Resources For You to Use:

• ValuCompass: Core tool for the business owner market. View Tips & Notes.

• Power to Connect

• Business Owners: Scaling Up

• Big A$$ Calendar

• Advisor Controls System

• Zocks

—

Reference Documents >

• ValuCompass Overview

• Client Planning

• How Business Value Is Determined

• 3 Ways to Calculate EBITDA

—

Homework:

Personal

• Talk to a Property & Casualty Broker

• Have at least five, if not ten, goals you've already written down for 2026.

• Identify what you think your top three to five challenges are going to be for 2026.

• What were your top “ah-ha’” that you didn’t see coming January 2025

• Reach out to CPA firms as early as you can in January

  • Budget for sending them lunch during Tax Season

• Give your clients a report card of what you've done for them.

  • Mark your Calendar to do this before March 31st

• Jot down ten people that you would like to personally thank.

• Challenge yourself to do 10 Discovers in January. Think of who.

Always

• Fill out Session Reflection Worksheet

• Journal key actions, lessons, and reflections to maintain personal accountability.

• Implement the 5-hour Rule (one hour a day uninterrupted, five days a week)

—

Referenced Books

• Scaling Up – Verne Harnish

• Time to Think – Nancy Klein

• The 6 Types of Working Genius - Patrick Lencioni

Zoom Recording:

Month 6: Session 2 >
Passcode: W@tch4$w@n$

—

Session Recap >

—

Resources For You to Use:

• ValuCompass: Core tool for the business owner market. View Tips & Notes.

• Power to Connect

• Navy SEAL Debriefing Process

• The Planning Table

• The Planning Table (Audit)

—

Reference Documents >

• 2 Promises/2 Agreements

• ValuCompass Overview

• Private & Family Business Owners Market: BCSTEP

• Heat Map

• MassMutual “Industry and Opportunities” 

• 11X Guiding Principles

• Businesses Generate Wealth “Ceiling of Complexity”

• Purpose of Business

• 10 Ways to Exit

—

Homework:

Personal

• Talk to a Property & Casualty Broker

• Revisit your guiding principles and core values

• Think about plans for 2026: How are you going to scale up?

Always

• Fill out Session Reflection Worksheet

• Journal key actions, lessons, and reflections to maintain personal accountability.

• Implement the 5-hour Rule (one hour a day uninterrupted, five days a week)

—

Referenced Books

• Scaling Up – Verne Harnish

• Mastering the Rockefeller Habits – Verne Harnish

• Implementing Value Pricing - Ron Baker

• Title - Bill Bishop

• Never Split the Difference – Chris Voss

• Time to Think – Nancy Klein

Zoom Recording:

Month 6: Session 1 >
Passcode: W@tch4$w@n$

—

Session Recap >

—

Resources For You to Use:

• ValuCompass: Core tool for the business owner market. View Tips & Notes.

• Client Packet Items:

  • Power to Connect

  • 12 Box Thinking

  • DOS

  • 90 Day Calendar

  • Debrief

• The Planning Table

• The Planning Table (Audit)

• Business Owner Decision Boxes

• Turning the Flywheel - Jim Collins

—

Reference Documents >

• 2 Promises/2 Agreements

• ValuCompass Overview

  • Align

• Sales and Marketing Success Triangle

• AMB - Always Measure Backwards

• Crucial Conversations

• Client Planning (Horizon)

• 1% Solution

• Discovery Driven Process

• CAB

• Private & Family Business Owner Market: BCSTEP

• P&FBO Market (Bring an Army)

• Executive Component Gaps

—

Homework:

Personal

• Think about your life plan, your business plan and then insert your goals into that.

• Implement the 5-hour Rule (one hour a day uninterrupted, five days a week)

Always

• Fill out Session Reflection Workshee

• Journal key actions, lessons, and reflections to maintain personal accountability.

—

Referenced Books

• The Road Less Stupid - Keith Cunningham

• Time to Think – Nancy Klein

• Debrief to Win – Robert "Cujo" Teschner

Zoom Recording:

Month 5: Session 2 >
Passcode: W@tch4$w@n$

—

Session Recap >

—

Resources For You to Use:

• ValuCompass: Core tool for the business owner market. View Tips & Notes.

• Life Insurance Guidelines

• Planning Table

—

Reference Documents >

• 2 Promises/2 Agreements

• Sales and Marketing Success Triangle

• Real Life Story

• ValuCompass Overview

• Financial Designs Business Solutions

• Private & Family Business Owners Market: BCSTEP

• Army “List”

• Pricing on Purpose - Ronald J. Baker

• BONUS: A Blueprint for Stalking the Impossible

—

Homework:

Personal

• Complete Survey

• Work on what intangible value you bring to clients

• Begin your planning for 2026

• Work on your Process

• Work on your Team, your Army

• Take out a CPA to lunch. Ask them to share stories (successes & black swans)

Always

• Fill out Session Reflection Worksheet

• Set aside one hour a week for uninterrupted thinking.

• Journal key actions, lessons, and reflections to maintain personal accountability.

—

Referenced Books

• Breath: The New Science of a Lost Art - James Nestor

• Dancing With Robots - Bill Bishop

Zoom Recording:

Month 5: Session 1 >
Passcode: W@tch4$w@n$

—

Session Recap >

—

Resources For You to Use:

• ValuCompass: Core tool for the business owner market. View Tips & Notes.

• MassMutual Transmittal Document

—

Reference Documents >

• 2 Promises/2 Agreements

• Bring an Army

• Case Study Samples:

  • Powell's Truck

  • Coleman-Adams

• Bill Bishop’s Big Idea Slide Deck

—

Homework:

Personal

• Complete Survey

• Complete 11X Check In

• Work on your Process

• Work on your Team, your Army

• Take out a CPA to lunch

• Identify your self-limits: “What are the roadblocks that you're seeing”

Always

• Fill out Session Reflection Worksheet

• Set aside one hour a week for uninterrupted thinking.

• Journal key actions, lessons, and reflections to maintain personal accountability.

—

Referenced Books

• The Checklist Manifesto — Atul Gawande

• The Science of Scaling - Dr. Benjamin Hardy, Blake Erickson, et al.

• How To Sell A Lobster -  Bill Bishop

• The New Economy Advisor -  Bill Bishop

Zoom Recording:

Month 4: Session 2 >
Passcode: W@tch4$w@n$

—

Session Recap >

—

Resources For You to Use:

• ValuCompass: Core tool for the business owner market. View Tips & Notes.

• 11X Check In

• Company Profile Sheet

• Next 90 Days (Sample)

—

Reference Documents >

• 2 Promises/2 Agreements

• Bear Sterns Article

• CAB

• Business Owner's Dilemma

• ValuCompass Business Wealth

• ValuCompass Suite Documents

• “4 Box Quadrant” – Continuous Lifetime Planning

• Advanced Sales Team Sample

• Navy SEAL Debriefing Process

—

Homework:

Personal

• Complete 11X Check in

• Work on your Process

• Work on your Team

• Take a CPA out to lunch

• Identify your self-limits: “What are the roadblocks that you're seeing”

Always

• Fill out Session Reflection Worksheet

• Set aside one hour a week for uninterrupted thinking.

• Journal key actions, lessons, and reflections to maintain personal accountability.

—

Referenced Books

• Never Split the Difference – Chris Voss

• The Feldman Method - Andrew H. Thomson

• The Art of Impossible: A Peak Performance Primer - Steven Kotler

• The Science of Scaling – Ben Hardy & Dan Sullivan

• The Ultimate Sales Machine – Chet Holmes

• Pricing on Purpose – Ron Baker

• The AI-Driven Leader – Jeff Woods

• Time to Think – Nancy Klein

• Atomic Habits -James Clear

• The Power To Connect: Creating Communication That Gets Results - Teresa Easler

Zoom Recording:

Month 4: Session 1 >
Passcode: W@tch4$w@n$

—

Session Recap >

—

Resources For You to Use:

• ValuCompass: Core tool for the business owner market. View Tips & Notes.

• Discover Questions

—

Reference Documents >

• Process and Questions Checklist (Coming Soon)

• Sample Client Process

• Abundance Business Advisor Coaching

• Establishing 11X Leadership Growth Path

• 11X ValuCompass Growth Framework

• 11X Framework: Best Interest & Fiduciary

• Two Markets (Red Ocean/Blue Ocean)

—

Homework:

Personal

• Think of the top 2 or 3 things you want to work on in Q4

• Work on your Process

• Draw your own 359º Circle

• Identify your “Army” (“Who are the CPA firms, not CPS, the CPA firms? Their name, their cell phone, their website. Who would be the strategic MNA firm that you would think about beginning to work with?”)

• What is something you would not want somebody who's coming into your firm in the future to have to repeat that you did?

Always

• Fill out Session Reflection Worksheet

• Set aside one hour a week for uninterrupted thinking.

• Journal key actions, lessons, and reflections to maintain personal accountability.

—

Referenced Books

• The Checklist Manifesto – Atul Gawande

• AI-Driven Leadership – Jeff Woods

• Time to Think – Nancy Klein

• Rich Dad's Cashflow Quadrant: Guide to Financial Freedom - Robert T. Kiyosaki

Zoom Recording:

Month 3: Session 2 >
Passcode: W@tch4$w@n$

—

Session Recap >

—

Resources For You to Use:

• ValuCompass: Core tool for the business owner market. View Tips & Notes.

• Discover Report Walkthrough (Coming Soon)

• Gantt Chart Template

—

Reference Documents >

• 2 Promises/2 Agreements

• 10X Questions (Coming Soon)

• 359° Circle

• Cheat Sheet (Coming Soon )

• 1% Solution

—

Homework:

Worksheets

• Complete the Kolbe Profile

Personal

• Think about what you are going to do differently in 2026 than you did in 2025.

Always

• Fill out Session Reflection Worksheet

• Set aside one hour a week for uninterrupted thinking.

• Journal key actions, lessons, and reflections to maintain personal accountability.

—

Referenced Books

• Time to Think – Nancy Klein

• Never Split the Difference – Chris Voss

Session Recap >

—

Resources For You to Use:

• ValuCompass: Core tool for the business owner market. View Tips & Notes.

• Discover Report - Sample

• Discover Questions

• Financial Designs Hockey Stick Sequence - Example

• Power to Connect - Example

• Corporate Underwriting Process

• Personal Underwriting Process

—

Reference Documents:

• Student of The Market

• Outlook by Capitol Guardian Research

• Carrot Seed Book

• Purpose Statement/Guiding Principles - Sample

• Testimonial Sample 1

• Testimonial Sample 2

• ValuCompass Sample Report: Safelist (NEW!)

Homework:

Worksheets

• Complete a ValuCompass Assessment on yourself 

Personal

• Create your own Purpose Statement/Guiding Principles

• Create a Top 20/Farm 20 List - Reach out to them in the next 90 days.

• Practice a dry run for a Business Owner on ValuCompass Discover

• Pick five (5) prospects or owners that you want to do ValuCompass Discover within the next two weeks

• Relook at your goals for the next 60 days.

• Create a list of 3-5 References (if you don't have any: ask somebody in the firm, "Can you borrow one of their successes so that you can give that as a reference?")

• Complete the "3 things" you discussed in the Session in the next 2 weeks.

Always

• Fill out Session Reflection Worksheet

• Set aside one hour a week for uninterrupted thinking.

• Journal key actions, lessons, and reflections to maintain personal accountability.

—

Referenced Books

• Positioning: The Battle for Your Mind - Al Ries, Jack Trout 

Zoom Recording:

Month 2: Session 2 >
Passcode: W@tch4$w@n$

—

Session Recap >

—

Resources For You to Use:

• ValuCompass: Core tool for the business owner market. View Tips & Notes.

• Value Over Time - Personal

• Value Over Time - Business

• Planning Table

—

Reference Documents:

• ValuCompass Sample Reports (NEW!)

  • Discover

  • Safelist

  • Protect

  • Align

  • Guardrail

  • Roadmap

  • Grow

• 2 Promises/2 Agreements

• Three Phases of Transition

• Leakage Points

• Connelly v. United States Summary

• "Big Beautiful Bill" Impact on Clients

• Advanced Sales Team

—

Homework:

Worksheets

• Complete a ValuCompass Assessment on yourself 

• Create Your Own “Client Tracking Sheet” (Template)

• Create Your Own Roadmap (Financial Design Example)

• Create Your Own Sequence (Financial Designs Hockey Stick Example)

Personal

• Pick five (5) prospects or owners that you want to do a ValuCompass Discover with in the next two weeks.

Always

• Fill out Session Reflection Worksheet

• Set aside one hour a week for uninterrupted thinking.

• Journal key actions, lessons, and reflections to maintain personal accountability.

—

Referenced Books

• Time to Think – Nancy Klein

Zoom Recording:

Month 2: Session 1 >
Passcode: W@tch4$w@n$

—

Session Recap >

—

Resources For You to Use:

• ValuCompass: Core tool for the business owner market. View Tips & Notes.

• Expected Future Value Worksheet

• Owner Profile Worksheet

• Owner’s Advantage Scorecard

• Continuous Lifetime Planning

• Power to Connect

—

Reference Documents:

• 2 Promises/2 Agreements

• "Mastering the Sale" Report from BNY

• 1% Solution Document

• Financial Design Mission Statement - Sample

• Flywheel - Samples

• Power to Connect Sample

• Napoleon Hill: 13 Principles

—

Homework:

Worksheets

• Complete a ValuCompass Assessment on yourself 

• Complete 100 Goals and 100 Dreams

Personal

• Create a Top 20/Farm 20 List

• Practice a dry run for a Business Owner on ValuCompass Discover

• Pick five (5) prospects or owners that you want to do the ValuCompass with in the next two weeks

Always

• Fill out Session Reflection Worksheet

• Set aside one hour a week for uninterrupted thinking.

• Journal key actions, lessons, and reflections to maintain personal accountability.

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Referenced Books

• Time to Think – Nancy Klein

• Atomic Habits – James Clear

• 7 Habits of Highly Effective People - Stephen Covey

• Think and Grow Rich - Napoleon Hill

Zoom Recording:

Month 1: Session 2 >
Passcode: W@tch4$w@n$

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Session Recap >

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Resources For You to Use:

• ValuCompass: Core tool for the business owner market. View Tips & Notes.

• Owner’s Profile Worksheet

• Owner’s Advantage Scorecard 

• Gantt Chart Template

• Expected Future Value Worksheet

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Reference Documents:

• Sample Gantt Chart

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Homework:

Worksheets

• Complete a ValuCompass Assessment on Yourself

• Complete 100 Goals and 100 Dreams

Personal

• Create a Top 20/Farm 20 List 

• Put together a Team List to Share (Sample)

• Put together a portfolio with 5 or 10 clients to share 

• Top 3 Things to accomplish between now and Labor Day (September 1st)

• Next 30 days: Set up a lunch or breakfast with at least two property casualty firms.

Always

• Fill out Session Reflection Worksheet

• Set aside dedicated time each week for uninterrupted thinking.

• Journal key actions, lessons, and reflections to maintain personal accountability.

—

Referenced Books

• The Practice of Management – Peter Drucker

• The Black Swan — Nassim Nicholas Taleb

• Turning the Flywheel – Jim Collins

• The Checklist Manifesto – Atul Gawande

Zoom Recording:

Month 1: Session 1 >
Passcode: W@tch4$w@n$

—

Session Recap >

—

Resources For You to Use:

• ValuCompass: Core tool for the business owner market. View Tips & Notes.

• Owner’s Profile Worksheet

• Vision Builder Template

—

Reference Documents:

• Core Purpose vs. Founder Identity Grid

• The Golden Circle: Simon Sinek

• White Paper: Aaron Hemsley

—

Homework:

Worksheets

• Begin drafting 100 Goals and 100 Dreams

• Complete the Kolbe Profile

• Review the Navy SEAL Debriefing Processand integrate it after meetings

• Fill Out Session Reflection Worksheet

Personal

• Set aside dedicated weekly time for uninterrupted thinking.

• Journal key actions, lessons, and reflections to maintain personal accountability.

• Make a note in your calendar for 90 days from the first session: September 25th.

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Referenced Books

• The Feldman Method – Andrew H. Thomson

• Time to Think — Nancy Kline

• High Performance Habits — Brendon Burchard

• Fooled by Randomness — Nassim Nicholas Taleb

• The Black Swan — Nassim Nicholas Taleb

• Skin in the Game — Nassim Nicholas Taleb

• Antifragile — Nassim Nicholas Taleb

• Acres of Diamonds — Russell Conwell

• Atomic Habits — James Clear

• The Checklist Manifesto — Atul Gawande