What you will learn in this video

• ✓Understand the purpose of the Core Values Tool and its role in Personal Readiness planning.
• ✓Learn how to identify and prioritize the personal values that should guide an owner's next chapter.
• ✓Discover how to evaluate whether personal values are reflected in everyday decisions, relationships, and priorities.
• ✓Understand how to use the accompanying worksheets and email templates to align future commitments, opportunities, and decisions with core values.

About this video

This lesson introduces the Core Values Tool and helps advisors guide business owners in identifying the values that will shape their Second Wave Life. You'll learn how to define meaningful personal values, use them as a framework for decision-making, and align time, talents, treasure, and relationships with what matters most.