Course curriculum

  • 1

    Module One: Redefining Your Lifestyle Practice

    • [WATCH] Introduction

    • [WATCH] Your Ideal Lifestyle Practice

    • [DOWNLOAD] Your Ideal Lifestyle Practice

    • [WATCH] What's Been Holding You Back

    • [DOWNLOAD] What’s Been Holding You Back

  • 2

    Module Two: Align With Your Needs, Values and Actions and Unearth Your BIG Rocks

    • [WATCH] Find Your Top 3 Needs and Values

    • [DOWNLOAD] Find Your Top 3 Needs and Values

    • [WATCH] Identifying Your BIG Rocks

    • [DOWNLOAD] Unearth Your BIG Rocks
  • 3

    Module Three: Plan Like A Pro By Defining Your Ideal Week

    • [WATCH] Using Trackers & Buckets

    • [DOWNLOAD] Using Trackers & Buckets

    • [WATCH] Create Your Ideal Week

    • [DOWNLOAD] Create Your Ideal Week
  • 4

    Module Four: The Right Mindset and Activities For Growth

    • [WATCH] Developing the Right Mindset to Grow Your Practice

    • [DOWNLOAD] Sales and Referrals Limiting Beliefs Buster (Part One)

    • [DOWNLOAD] Sales and Referrals Limiting Beliefs Buster (Part Two)

    • [WATCH] Five Parts of a Referral Action Plan

    • [DOWNLOAD] A Referral Action Plan

  • 5

    Module Five: Learning To Lead Your Relationships

    • [WATCH] Evaluating Your Relationships

    • [DOWNLOAD] Evaluating Your Relationships

    • [WATCH] Applying the Referral Action Plan

    • [DOWNLOAD] Applying the Referral Action Plan

    • [DOWNLOAD] Leading The Relationships

  • 6

    Module Six: Establishing Good Productivity and Referral Habits to Set Yourself Up For Greater Success

    • [WATCH] Building the Habit of Leading and Planning

    • [DOWNLOAD] Key Productivity Indicator

    • [WATCH] Accountability Tips to Keep You on Track

    • [DOWNLOAD] Accountability Guide
  • 7

    Bonuses

    • [TO-DO] Access To Our Members-Only Online Community

    • [DOWNLOAD] Referral SWOT Analysis™

    • [DOWNLOAD] Patty Kreamer’s eBook The Power of Simplicity

    • [DOWNLOAD] A Woman’s Way – Empowering Female Financial Advisors to Authentically Lead and Flourish in a Man’s World

    • [DOWNLOAD] My Weekly Referral Planner

    • [TO-DO] Register for Monthly Live Q&A Sessions