This document provides advisors with a high-level orientation to the InfusionOS Personal Readiness Methodology, including its foundation in Andrew Williams’s proprietary Second Wave Process™, its role within the broader InfusionOS system, and how it can support earlier, more differentiated conversations with business owners.

The guide explains the relationship between business, financial, and personal readiness, outlines the owner’s family and work-team considerations, introduces the core personal readiness tools, and clarifies the advisor’s role in helping owners recognize and explore transition-related questions without moving outside their professional scope.

It also shows how InfusionOS connects the methodology to assessments, owner-facing resources, conversation tools, follow-up systems, and the optional Second Wave Life book strategy, giving advisors a practical framework for incorporating personal readiness into ongoing client and prospect conversations.