Phase 4 Modules
Module 0 sets the principles; the final module is the phase challenge.Acceleration Principles
Not Everyone Is Ready. Diagnosis Before Recommendation. The Right People Move Faster.
Open module 1Understanding Speed Filters
The core acceleration framework that replaces pressure with qualification.
Open module 2Speed Filter #1
Measure responsiveness and consistency of contact.
Open module 3Speed Filter #2
Gauge willingness to commit to a scheduled conversation.
Open module 4Speed Filter #3
Confirm reliability by whether commitments are honored.
Open module 5Speed Filter #4
Observe how the prospect moves from interest to action.
Open module 6Speed Filter #5
Test follow-through on agreed next steps.
Open module 7Speed Filter #6
Assess openness to coaching and self-development.
Open module 8Speed Filter #7
Review readiness to examine and improve finances.
Open module 9Speed Filter #8
Confirm fit with the mentor relationship and culture.
Open module 10Builder Identification Framework
Identify coachable, positive, action-taking individuals worth developing.
Open module 11Leadership Readiness Filter
Assess character, commitment, consistency, and influence.
Open module 12Opportunity Matrix
Categorize each path: Client (needs help), Partner (needs opportunity), Builder (needs leadership), Referral Source (needs relationship).
Open module 13-14Game Plan Development & Library
Build personalized recommendations: Debt Elimination, Mortgage Protection, BYOB, Tax Savings, and Builder Development.
Open module 15Qualification Framework
Determine who advances and who does not, with clear criteria.
Open module 16Decision Pathways
Clear next steps for Clients, Partners, Builders, and Referrals.
Open module 17LES Recommendation System
Needs-based planning that builds prospect confidence.
Open module 18Acceleration Application
The 14-Day Acceleration Challenge: synthesize discovery into game plans.
Open module