Advisor Resources Center

02. Personal Readiness Methodology
Existing sequence

01 Teaching the time tool

What you will learn in this video

  • ✓Understand the purpose of the Time Tool and the concept of "Significant Time" in post-exit life.
  • ✓Learn how to connect personal values, talents, and tribes to meaningful time commitments.
  • ✓Discover how to prioritize activities, relationships, and goals for a fulfilling Second Wave Life.
  • ✓Understand how to use the Time Plan guide and worksheets to create a realistic structure for investing time after business ownership.

About this video

This lesson introduces the Time Tool and helps advisors guide business owners in planning how they will use their time after exiting the business. You'll learn how to align time commitments with personal values, prioritize meaningful relationships and activities, and create a structured Time Plan that supports a purposeful Second Wave Life.