Our industry’s business-planning model centers exclusively on the questions of “What?” and “How?”.

But when you ask “Why?”, your business-planning priorities begin to crystalize, the disconnects between how you spend your time versus your priorities materialize. By realigning team roles and responsibilities, setting up a client reduction strategy, creating a highly-systematized wealth management and client service structure, and restructuring your personal and professional calendars, you better reflect your priorities as well as your team’s talents and passions.

You can then tap into what you and your team are capable of if you know why you are doing it.

This video series and workbook will give you the architectural framework to consciously design a life that is both successful and meaningful.