Life RICH Plan
Life Rich Plan Primer: The Workshop
Today’s workshop titled, Life Rich Plan Primer, it is an educationally packed, detailed filled 3-hour journey. Before you go any further, make sure you have a pen and paper ready because today requires you to listen, to write, to learn, and to act. What you must be aware of is that you are listening both as a coach and as someone being coached, and this dance between the two is something that all successful coaches do — all the time.
To sum up the workshop – it is about reclaiming your greatness. It is about the questions everyone is asking, “now what?” and “for what?”, and why coaching is an effective form of leadership. The workshop is called a primer because you must work through it to develop skills and a foundation for the next two workshops, My Legacy, and The Financial Life Plan.
Today you learn that life rich means a standard of life you live up to and through in all 10 major areas of your life. Ultimately, the goal is for you to design what you want for your life and be a living demonstration of it so you can teach others to do the same for themselves. Life doesn’t make it easy for anyone to do this. Be attentive to what gets in people’s ways: the 8 Great Waits, 3 major fears that lie behind them, the filters that people use to mask fear and inaction, as well as the Confidence Crisis whose outcome is inaction that is fueled by doubt’s, don’ts, and daunting stuff. Do you have greater awareness now of what might plague you in some areas of your life?
Now that you know some things to watchout for as a coach and student, it is time to start the process of reprogramming your mind and recalibrating your focus, so you are ready to make new choices, design your own plan, and take new actions towards your clearly defined goals. Part of making this a reality, is to diligently note the 10 Principles of the Life Rich Plan, AND the order in which you must complete each step. Affectionately known as A10, they are the meat and potatoes of the workshop and the plan you need to achieve MORE.
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Richard Dolan
Instructor / Facilitator
WEALTH MANAGEMENT, MERCHANT BANKING BEGINNINGS & EXPERTISE Starting in the wealth management industry in 1992, Richard started his career as a cold call cowboy making three hundred cold calls a day every day for a Bay Street firm. Following a ten-year record of raising over $3B in assets, Richard was invited to design and deliver a certificate program at Schulich School of Business (Executive Development Centre) York University on the subject of marketing and selling wealth management services. To date Richard has raised over $7B in assets worldwide and coached hundreds of financial advisors, wealther managers and family offices.