Advisor Resources Center

02. Personal Readiness Methodology
Existing sequence

05 Tribe Tool

What you will learn in this video

  • ✓Understand the purpose of the Tribe Tool and its role in building meaningful connections after business ownership.
  • ✓Learn how to identify and prioritize the people, groups, and communities that provide connection, belonging, and support.
  • ✓Discover how to align future relationships with personal values and identify new communities for the next chapter.
  • ✓Understand how to use the accompanying guides and worksheets to establish relationship goals and turn them into actionable steps.

About this video

This lesson introduces the Tribe Tool and helps advisors guide business owners in identifying the relationships and communities they want to maintain, strengthen, or develop after exiting their business. You'll learn how to connect these relationships with personal values, establish meaningful goals, and use the accompanying worksheets to create an actionable plan for a fulfilling Second Wave Life.