Course curriculum

  • 01

    MODULE 1: Why Would Your Clients Stay With You?

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    • Lesson 1.1: The Ideal Prospect

    • Lesson 1.2: Tell Yourself The Truth

    • Lesson 1.3: You Are Better Now Than You Think, But Not Nearly As Great As You Can Become

    • Module 1 Loom [LOS 0-3]

  • 02

    MODULE 2: Experience Without Reflection

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    • Lesson 2.1: You CAN Handle The Truth

    • Lesson 2.2: If You Think You Know What Your Clients Are Thinking- Think Again

    • Lesson 2.3: Uncovering Your Truth

    • Module 2 Loom [LOS 0-3]

    • Module 2 Loom [LOS 3+]

  • 03

    MODULE 3: Staring Into the Abyss

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    • Lesson 3.1: Fundamentals of Client Assessment Using The CRQ

    • Lesson 3.2: Every Client Should Be Your #1 Client

    • Lesson 3.3: Objective vs. Subjective Performance Measurement

    • Your Natural Market

  • 04

    MODULE 4: The Immutable Logic of the A to B Process

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    • Lesson 4.1: Redefining Client Relationships

    • Lesson 4.2: Planning Is A Verb, Not A Noun

    • Lesson 4.3: Discipline & Consistency Outperforms Emotional Reactions

    • Demo of A to B Outcomes

  • 05

    MODULE 5: Managing The Process of A to B

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    • Lesson 5.1: It's Only Math

    • Lesson 5.2: "More Money Has Been Lost Reaching For Yield Than at The Point Of A Gun" Why Permanence and Definition Matter

    • Lesson 5.3: There Are 4 Things You Get Paid To Do, Trading Stocks Is Not On The List

  • 06

    MODULE 6: All Dressed Up and Ready to Go

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    • Lesson 6.1: Stop Staring at The Wall

    • Lesson 6.2: The Most Fun Is Always In The Hunt

    • Supplemental Lesson 6.2: [LOS 0-3] Crafting Networks Out of Whole Cloth

    • Lesson 6.3: Having Fun As A Core Competency