*well, series of 7 planning sessions, but let’s not quibble

WHat you get with your wise purchase

*or more to the point, would it have gotten better during that time, or would it be on the verge of collapse?


This session is the closest we’ll come to what most trainers talk about when they teach annual planning, however we’re going to go deeper and in some novel new directions that I bet you haven’t explored before. Here I will be showing you how to conduct an annual review of 2021, and from there how to use our CFO Financial Dashboard to plan your 2022 the right way.

Supplemental Material

CFO Financial Dashboard (Googledoc Spreadsheet)

Annual Review Worksheets (Individual + Team)

Annual Planning Worksheets (Individual + Team)

Recording of session


Ask your average recruiter or owner who their competitors are and how they stack up, and you’ll likely get blank stare, or if they do know who their actual competitors are, they have no idea how good those competitors really are and how they differentiate themselves.

No successful CEO would ever roll into 2022 without extensive knowledge of their competitors strengths and weaknesses, and the same applies to us. None of us operate in a vacuum, and if you’re even half-ways successful in your niche, I guarantee you someone has done a competitive analysis on you. Going into 2022 with zero intimate knowledge of your hungry competitors who want to eat YOUR lunch, will be your fastest path towards getting spanked in today’s hyper-competitive landscape.

In this session, I will be showing you how to conduct a proper competitive analysis of your marketplace, as well as how to do a quick SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis of every competitor you come against, which is something that very few recruiters ever do.

If you do this right, you’ll keep your finger on the pulse of your niche and will ensure you’re always several steps ahead of the pack nipping at your heels.

Supplemental Material

Competitive Analysis Worksheets

Recording of session


If you have any desire at all to scale beyond where you’re at right now, you’ll need a team. Yet, agency owners are notorious for their inability to build teams that are motivated, clear on their goals, and who are ready to face any and all challenges the market throws at them.

The reason why most owners can’t consistently rally their troops is that they have no clear goal. Yes, you may have a vision of where you want your firm to be in the future, but does your team? When they close their eyes, can they feel it? Taste it? Hear it? See it?

I’m willing to bet dollars to donuts that they can’t, and if you want them to stay and build their dreams within your four walls and not someone else’s (or to leave and do their own thing), you need to get them bought in on your vision, stat.

That’s where your Vivid Vision comes in. In this session, I’m going to show you how to turn the thoughts swirling around in your head into a concrete Vivid Vision statement that will become the touchstone for your business.

You’ll find your Vivid Vision to be your most powerful recruiting tool, most powerful retention tool, and will also work to keep your team aligned by making sure you have the right people in the right seats at the right time doing the right things.

If you have an audacious dream that you want to communicate to your people, this is a session you do not want to miss.

Supplemental Material For Those Who Upgrade TO VIP

Vivid Vision Prompts

Vivid Vision Template

Vivid Vision examples from real companies

Recording of session


Nomatter how awesome your goals may be, you have zero chance of reaching those goals if you’re constantly stuck in the weeds.

Building an operational machine will be the catalyst to help you get you out of those weeds holding you back, unleash your full potential, and drive consistent and rapid growth. You and your team have personal growth goals, and your business HAS TO BE an operational machine if it’s ever to become the vehicle for those goals. 

In this session, you will learn how to create a Value Chain dashboard for yourself, giving you full visibility on the most important KPIs in your business on a weekly basis. This is key if you want to see exactly where your bottlenecks are in real time, and where you need to focus on improving on a week by week basis.

Supplemental Material For Those Who Upgrade TO VIP

Value Chain Dashboard (Googledoc Spreadsheet)

Monthly Financial Review Template (Googledoc Spreadsheet)

Recording of session


Let’s face it…your average recruiter is completely unproductive.

There’s a reason why the #1 driver for a recruiter’s lack of production is their lack of planning, even though every recruiting trainer in the known universe teaches how to plan your day.

But here’s the thing …you probably don’t need another training session teaching you how to plan 100 calls for tomorrow, and making sure you plan your money calls first thing in the morning, etc, etc You’ve probably seen that same training a bajillion times.

In this session, I’ll be showing you a project management framework I use called GTD (from David Allen’s book: Getting Things Done), that if you implement it fully, will completely skyrocket your productivity while massively reducing stress, freeing up your mental processing power to work on the important stuff.

Don’t miss this session, because I’m going to be giving you a core productivity system that will help guarantee you don’t waste your life (and your legacy) away.

Supplemental Material For Those Who Upgrade TO VIP

XDS Time Review (Googledoc Spreadsheet)

Recording of session


Systems are what separates the Jabronis (jobbers) from the Business-Builders, but for most of us, if we were to leave our practice for even a few short weeks, we’d come back to a dumpster fire.

Why is that? Well, for most businesses, their biggest asset is also their biggest liability: YOU!!!

…and for those of you who decide to bite the bullet and create systems for your practice, if you don’t have a roadmap you’ll find that your systems won’t gel together and won’t consistently work. As your business grows, and as you consistently become the bottleneck as more and more needs to be done, your business will continue to hit sticking points if you don’t have a step-by-step system to create systems for your business.

We’re going to solve that for you once and for all, and in this session, I’m going to show you how to build your machine from the top-down step-by-step, and you’ll be getting all the templates, dashboards, and worksheets you need to download and modify to fit your business.

Supplemental Material For Those Who Upgrade TO VIP

Systems Audit (Googledoc Spreadsheet)

Standard Operating Procedure Template (Googledoc Spreadsheet)

Systems Playbook Template (Googledoc Spreadhsheet)

Recording of session


One of the biggest components of achieving success in this business is mastering yourself.

The climb from flesh-peddler to high-level Headhunter (and from ‘jobber’ to Business-Builder) is as much a mental journey as it is a spiritual and physical one. In this lesson, I’m going to show how to keep both your mind AND your spirit AND your body in a peak-performance state.

Now you may feel like skipping this training because you don’t think you have mindset problems. Well, I can tell you without a shadow of a doubt that, if you think you don’t have mindset problems, you have mindset problems!

Ask anyone who has clawed and scraped their way to the top of the mountain, they will tell you that your mindset will literally make or break your career. They say that this business is a “game of inches,” so don’t set yourself up for failure by neglecting one of the most important parts of the game.

This lesson is be the cherry on top of this training series, and if you don’t leave this session fired the heck up, then I’ll be a monkey’s uncle.

Supplemental Material For Those Who Upgrade TO VIP

Daily Health & Productivity Tracker (Googledoc Spreadsheet)

A burning desire to succeed*

An indomitable spirit*

An unbreakable will*

The respect of your peers*

Better relationships with your family and friends*

Lose the beer belly and get your sexy back*

Recording of session

*ok, I can’t necessarily guarantee these things, but I can guarantee you won’t achieve any of them if you don’t get your mind, spirit, and body aligned and dialed in.