Toolkit
Run it,
don't read it.
The audits and tests from the book, scored, so you leave with a number and an assignment instead of a feeling.
Scored audits
The Sovereign Advisor Audit
Twenty questions. Two scores: how sovereign you are, and how far the firm runs without you. Four outcomes, each with the chapters to go fix it.
The 30-Day Disappearance Test
Would revenue hold and would the firm grow if you went off-grid for thirty days? Score the machine before you block the calendar.
The Broadway Masterpiece Audit
A sensory walkthrough of your office from the parking lot to the exit. Find the red Solo cups before a client does.
The Dumbest-in-the-Room Audit
Are you in rooms where you're the student? Score your network, your conferences, and your reading, and get the next room to walk into.
Printable templates
For your team
The Six-Stop Review structure, the Freedom 360 sequence, and the pre-meeting checklist for your director of first impressions. Print them, hand them over, run them this week.
They're for subscribers. The link is in the welcome email.
Subscribe to unlockWhat's inside
- The Six-Stop Review, one page
- Freedom 360, five steps and the four-phase proposal
- Pre-meeting checklist for the director of first impressions