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Module 1 | Rapid Intro
1 Lesson | 1 Assessment
Lesson 1 | Milestones (1:37)
Module 1 Quiz
Module 2 | The Best First Meeting Ever
7 Lessons | 4 Assessments
Lesson 1 | The Planning Horizon Conversation (11:47)
Planning Horizon Quiz
Lesson 2 | Structure of the Approach Talk Meeting (1:35)
Lesson 3 | Present Talk (1:25)
Lesson 4 | Appreciate and Bridge Talk (1:29)
Lesson 5 | Right Fit and Efficient Meeting Plan (5:23)
Approach Talk Structure Quiz
Lesson 6 | Wealth Optimization System
Wealth Optimization System Quiz
Lesson 7 | Engagement Agreements (1:33)
Engagement Agreements Quiz
Module 3 | Moving Forward
1 Lesson
Lesson 1 | Implement What You’ve Learned (0:37)
Module 4 | Congratulations!
2 Lessons
Lesson 1 | Promise Stage Completion (1:35)
Bonus!
Return to Promise Stage

Wealth Optimization System Quiz

Promise Stage Module 2 | The Best First Meeting Ever Lesson 6 | Wealth Optimization System Wealth Optimization System Quiz

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