The MasterPlan Advanced: new episodes
We just released new episodes of The MasterPlan Advanced, bringing the total to 24 episodes. Over the past seven years, we have introduced three transformative programs within The MasterPlan series.
Core Programs
The MasterPlan (available to Insiders and Legacy members)
Implementing the MasterPlan (available to Insiders and Legacy members)
A MidLife Strategy Update (exclusive to Legacy members)
New Additions
We are now introducing two significant new additions to the MasterPlan universe:
The MasterPlan Advanced (for Insiders & Legacy members)
The MasterPlan: Next Level (members-only book exclusive to the SCR (A) members)
Disclaimer: Please note that we are not licensed financial planners or advisors. We share information based on our own experiences and the insights we've gained from working with clients all over the world. We strongly recommend consulting with qualified professionals before making any investment decisions or significant life choices.
In the previous part of this program, we did one major exercise to look at your investment portfolio to show you:
- A lot of the things that you think are your assets
- And that your most important assets may not be as important as you think
- And that we often leave out the things that can create the most value for us
In this part of the program, we're going to discuss the pleasant part of retirement planning. We are going to go through a scary part of retirement planning very soon as well. And it is a part almost nobody thinks about and plans for. But it gets all of us eventually, and it gets some of us much earlier, in our 50s and 40s.
In these new episodes, we dive into the following:
- How you sustain your wealth once you create it (Episode 23 1:50)
- What kind of investing is more likely to generate the highest return (Episode 23 2:00)
- Skills you have to invest in as part of your investment strategy (Episode 23 3:00)
- Where to get disposable income from (Episode 23 4:30)
- What many people don't fully realize when hiring a wealth management advisor (Episode 23 4:50)
- The best way to manage your investments, in our experience (Episode 23 5:10)
- Determining the returns required and important distinction to make here (Episode 23 5:20)
- Finding investments with returns you need (Episode 23 7:00)
- Understanding risk levels (Episode 23 7:40)
- The MasterPlan PENTAD (Episode 23 9:00)
- Things you don't think about when earning a salary (Episode 23 10:20)
- Important point most people don't understand (Episode 23 11:30)
- Focusing on the entire PENTAD (Episode 23 12:30)
- Taking control of your life using the MasterPlan approach (Episode 23 13:00)
- Minimizing paying people who don't deserve it (Episode 23 13:30)
- The MasterPlan critical path (Episode 23 14:10)
- Picking the right path for yourself (Episode 24 1:20)
- Planning starts with this one thing (Episode 24 1:40)
- Hitting upper echelons of your business model in life (Episode 24 2:10)
- A business model in life with the lowest returns (Episode 24 2:40)
- In life, there are only four business models to create wealth, no matter what you do (Episode 24 2:50)
- Definition of life business model (Episode 24 3:00)
- The first life business model and its implications (Episode 24 3:20)
- The highest taxed model (Episode 24 4:00)
- The second life business model and its implications (Episode 24 4:00)
- The third life business model and its implications (Episode 24 4:50)
- The fourth life business model and its implications (Episode 24 5:30)
- Never let your life business model choose you (Episode 24 5:40)
- Most people get shocked when they make this calculation (Episode 24 6:30)
- A classic mistake clients make (Episode 24 6:45)
- A painful consequence of this mistake (Episode 24 7:10)
- The reason this mistake occurs (Episode 24 7:40)
- Useful lens you can apply (Episode 24 8:10)
- Creating a wealth engine (Episode 24 8:50)
- Hitting milestones (bronze, silver, gold, platinum, diamond, and how do you know when you hit a particular milestone) (Episode 24 9:00)
- Breaking out of the least attractive life business model (Episode 24 11:40)
- Creating financial freedom to have an impact you want to have (Episode 24 12:20)
- One thing that must be done (Episode 24 12:50)
- Choosing whether you want to make the changes that are required (Episode 24 13:00)
- And more
Program Distinctions
These programs serve distinct purposes, building upon each other to provide a comprehensive MasterPlan development and implementation path.
The MasterPlan and Implementing the MasterPlan are the foundational programs that introduce core concepts and strategies for personal and professional growth, setting the stage for further exploration and application.
The Midlife Strategy Update provides a detailed case study of developing and implementing The MasterPlan during midlife (around age 45).
The MasterPlan: Next Level is a members-only book exclusively available to the Strategy Control Room (Advanced Level) members. It significantly updates and refines the concepts from the original program, serving as a bridge to The MasterPlan Advanced. It includes robust exercises designed to baseline your life, providing a practical framework for assessing and planning your growth.
The MasterPlan Advanced can help you bring your MasterPlan to the next level. It is designed for those seeking a more in-depth understanding and ready to apply advanced strategies to their personal and professional lives.
The MasterPlan Program Impact and Evolution
The original MasterPlan and Implementing the MasterPlan have consistently been the most viewed programs on StrategyTraining.com, receiving outstanding feedback for their transformative impact on our members' professional journeys and life strategies. A MidLife Strategy Update holds the record for the most viewed among Legacy offerings. The MasterPlan Advanced was born from the experiences Michael and I have had over the last two years while updating our own MasterPlans for the next few decades and working with executive clients through the same process.
The MasterPlan Advanced introduces powerful new concepts around investing, relationships, building a strong family unit, and more. It is a full new program being released in parallel with "The MasterPlan: Next Level" (SCR (A) members-only book).
Don't Want to Work on This Alone?
In addition to these programs, there is also The MasterPlan Acceleration executive coaching program, where you can work personally with Michael and me as you develop your MasterPlan. This allows you to receive our mentorship and coaching on each aspect of your MasterPlan, taking into account your unique set of assets, your life's purpose (including helping you figure out what your life's purpose is), and your unique situation. The program is designed to allow clients to see the opportunities and risks they may otherwise miss, and develop new powerful ways of thinking and making decisions.
I often hear from members of the FC community that they did not apply for executive coaching with us because they are not as successful as some of our clients. I personally encourage you to apply. If you know my story and if you know us, it will not be a surprise to you that what we are looking for when selecting clients is not your level of success but the kind of person you are and what your intentions are as it relates to using the power and influence once you get it.
If you take a look at our 1-year long executive coaching program, where we work very closely with each client (1:1 in very small groups) as we progress from week to week towards particular goals, each client within a 1-year program is a prior coaching client. And some of those clients started with us while at university and we had the honor of being their guide throughout their entire career journey. Apply here.
Get Started
If you are a member, access the new episodes here or click the button below.
The MasterPlan Advanced (Insiders & Legacy Members)
If you are joining as a new member, start with:
The MasterPlan
Then Implementing the MasterPlan
A MidLife Strategy Update (if you are a Legacy member)
Then, The MasterPlan: Next Level (if you are a SCR (A) member)
And The MasterPlan Advanced to make the most of this seminal program
To access The MasterPlan Advanced, enroll below (scroll down to membership options and select Insider or Legacy).
www.strategytraining.com
As we approach the last 4 months of the year, it's wise to reflect on our progress and make adjustments if needed. Continuing with the same approach and expecting different results will not work.
The MasterPlan series provides a comprehensive framework for personal and professional growth. It offers a structured approach to developing a cohesive career and life plan, refining your decision-making process, and identifying your unique strengths and advantages. By following The MasterPlan, you can gain clarity and direction, enabling you to make the most of the remaining year and beyond.
Take this opportunity to invest in yourself and your future. The MasterPlan can be transformative, but it's up to you to take action. If you have any questions or need further assistance, please don't hesitate to reach out to us at team@firmsconsulting.com.