What you will learn in this video

• ✓Understand the purpose of the Portfolio Talent Tool and how it supports life after business ownership.
• ✓Learn how owners can apply their experience, interests, and abilities across multiple roles and activities.
• ✓Discover how to explore opportunities involving projects, investments, ventures, and other meaningful pursuits.
• ✓Understand how to use the accompanying worksheet to document potential activities and guide future Personal Readiness conversations.

About this video

This lesson introduces the Portfolio Talent Tool and explores how business owners can build a fulfilling Second Wave Life through a combination of meaningful roles, projects, investments, and ventures. You'll learn how to identify opportunities that align with an owner's interests and abilities and use the accompanying worksheet to support future Personal Readiness planning.