Here’s a simple framework to set yourself up for a productive, focused week — no overwhelm, no overthinking. 1️⃣ Identify the ONE outcome that matters most this week. If everything else fell apart, what must get done? 2️⃣ Review your calendar. What needs to stay, change, or be protected? 3️⃣ Choose your Top 3 priorities. Not busywork — meaningful moves that create real progress. 4️⃣ Build a strong Monday. Decide exactly how you’ll start the week and what “done” looks like. 5️⃣ Clean your space — digital + physical. Clear your tabs, notes, downloads, messages, and desk. A clean environment = clean decisions. 6️⃣ Set your identity for the week. Fill this in: “This week, I am someone who ______.” 7️⃣ Choose your energy. Calm. Confident. Focused. Precise. Pick it intentionally. 8️⃣ Close the night with intention. “I know what matters. Tomorrow is handled.”

For 100 Days Straight: ☎️ 100 Outbound Dials / Texts / Emails / DMs Fill the pipeline. Start real conversations. Create deal flow. 🎥100 Minutes of Content OR💰 $100 in Paid Ads You choose the daily lever: • Create (authority) • Or amplify (attention) Either way, the marketplace hears from you every single day. WHAT THIS BUILDS • Relentless top-of-funnel volume • A personal brand that compounds • Predictable opportunity flow • A booked calendar within 30 days • A new identity as a producer in 100 days THE RULE You cannot do this for 100 days and stay the same person, same income, or same business.

@Allen Wysong - Health Insurance @Lenore Ockerberg - HR Compliance @Heather Radino - Provident Trust Group @Rebecca Brundage - Simplicity Advisor Development Consultant @Angela Garfield - Tax Hive & API Liaison As we continue strengthening our infrastructure, I want everyone connected with the partners who support our clients, our advisors, and the broader ecosystem we’re building. Please connect with each of them here — and I’d like to welcome them to introduce themselves in the comments so you know exactly who they are and how they support our work. Welcome to the community — I am excited to have you all here.

The Definitive SALES & MARKETING PLAYBOOK FOR THE MODERN FINANCIAL ADVISORY: https://content.app-us1.com/qeeX5n/2025/01/15/784dd92e-5c87-4453-b543-6b2e4fa8db54.pdf 🔥 THE MOST INFLUENTIAL POINTS (And EXACTLY what you need to do next) Digital Is Not Optional — It Is the Business Pages 6–8 make it clear: “Whether we recognize it or not, we’re all in the digital business…” KEY IDEA: Firms that “dabble” get crushed. Full-stack digital is the only survivable path. What You Do Next • Commit to one digital playbook and run it daily for 12 months. • Build everything around mobile-first + short, skimmable, bold messaging. • Audit all landing pages for speed, clarity, headline strength, and CTA placement. ⸻ Your First Impression Now Determines Your Close Rate Pages 9–11 break down the 5 senses of the customer journey. Your brand must win on touchpoints, tone, visuals, voice, and trust instantly. What You Do Next • Rewrite your welcome sequence (emails + texts). • Improve speed-to-lead to under 5 minutes. • Redesign the first 30 seconds of your website and all funnels: • Clear headline • Clear promise • Proof • CTA ⸻ Scaling Requires a 10-Item Checklist (Most Fail Here) Pages 14–16 outline the exact prerequisites to scale. The most important points: • Organization • Money investment • Time investment • Delegate like a franchisor • Become digitally savvy • Execute without compromise What You Do Next • Build a 90-day operations re-org: • CRM • New business • Follow-up • Scheduling • Reporting • Remove every task from your plate except: • Content • Sales • Leadership ⸻ Digital Lead Gen Takes 6–18 Months — and Most Advisors Quit Before It Works Pages 17–19 emphasize: “Ask to see raw client data.” “Most digital lead gen campaigns take 6–18 months to pay for themselves.” What You Do Next • Commit now: 12–18 months of uninterrupted digital campaigns. • Track only these KPIs:

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