Advisor Resources Center

02. Personal Readiness Methodology
Existing sequence

02 Activism

What you will learn in this video

  • ✓Understand the purpose of the Activism Talent Tool and its role in Personal Readiness planning.
  • ✓Learn how to recognize an owner's desire to lead, influence, and create positive change.
  • ✓Discover how activism can be directed toward meaningful causes, communities, organizations, and social issues.
  • ✓Understand how to use the accompanying worksheet to document potential expressions of Activism Talent and guide future owner conversations.

About this video

This lesson introduces the Activism Talent Tool and explores how business owners can continue using their leadership, influence, and passion for creating change after exiting their business. You'll learn how to identify meaningful opportunities for involvement and use the accompanying worksheet to capture insights for future Personal Readiness conversations.