Advisor Resources Center

02. Personal Readiness Methodology
Existing sequence

08 Theological

What you will learn in this video

  • ✓Understand the Theological category within the Talent Tool and its role in Personal Readiness.
  • ✓Learn how to explore the importance of faith, spirituality, and personal beliefs in an owner's Second Wave Life.
  • ✓Discover how to identify opportunities for faith-based service, teaching, mentoring, and community involvement.
  • ✓Understand how to help owners connect their deeper values and life principles with meaningful activities for their next chapter.

About this video

This lesson explores the Theological category of the Talent Tool, helping advisors understand how faith, spirituality, and deeper personal beliefs may influence an owner's life after business ownership. You'll learn how to explore meaningful opportunities for service, community involvement, and personal reflection as part of a purposeful Second Wave Life.