All right, so this is the partner parade. For a goal mapping. What we're doing is we actually had Gary last year, very, due to popularity about these being invited back again, sometime time away. So what it is, is part of the game plan is one of the things one of the outputs very early on in the game plan, the first couple of meetings is become with a statement about the client's favorite future. And what that statement is about is the ideal next chapter of their life, they often depicts various things, you know, it might be a new home, it might be some amazing experience. In travel, it might be relationships patched up and or enjoyed or expanded. And it might be doing something for charity, all sorts of things come in that statement, the way we output the statement at the moment is, is simply a statement, a kind of series of words. So as we know, not everybody receives information and communication best when it's written down the different different levels of mediums and things. So rarely, Gary, and I've been exploring that Gary's have been a member of the Academy done the game plan, Game Club practitioner, and for some time, from early years. So it was all about the game plan. system, I'd like to invite Gary along, you know, to talk about his solution to putting purpose statements in front of clients in different ways. So Gary, welcome along, good to see you.
Good to see you.
Good to hand over to you. So, you know, it's, you can run that in a minute in a minute to share your screen. But I just want to say that Gary's been a long time in the financial services industry, financial practice is all very interesting guy with lots of interests and cider in knows everybody.
No pressure there.
But, you know, it's life coaching and life planning of late that has his own business doing that, but he's as he's also very seasoned practitioner in goal mapping. So Gary, I'm gonna hand over to you and let you go, dude, share your screen and do your stuff.
share my screen now.
Yeah, go for it. Go for that now. Okay.
Yes, coming along. Right. Okay, well, thanks to Chad. Yeah, he doesn't know. Try again.
It is I have allowed it's a share, so you can share.
That's it lovely. Knocked out. Brilliant. Got it now.
Excellent. Well, thanks for that, Steve. Yeah, go go mapping is something that I've sort of followed for probably 1112 years now. But actively became a coach back in 2018. So goal mapping has a lot of one's for better expression coaching programs is progressing. And one of the things that we can do now as practitioners is to create our own scenes with like minded people to sort of share with with groups of people that we deal with, be they clients, in our industry, under financial advisors, and what have you. And one of the beauties of the team really, is that it can either be just taken off the peg off the shelf, or you can create your own team. So I'll run through that brief agenda today. Why should financial planners life planners think about goal mapping? Just going through what I think a lot of us know is achieving goals is challenging. I think we all set goals, but it's rare that we actually achieve them and have a look today, just briefly as to you know, why not? And then the goal mapping and team options. So moving on from that wide goal mapping Well, it's a proven whole brain process and technique for setting and achieving goals. So Brian main, established this discovered this over 25 years ago, I think now, and it came to him in a moment of inspiration. He was driving his car and into his mind, basically into his imagination came this manifestation of this process that would help people to set and achieve goals. Brian has written many books, worldwide speaker was the UK presenter for Tony Robbins and also for Stephen Covey. So quite a guy, quite an experience that man and very, very good at setting this whole process up. From our points of view, or from your points of view, I mean, I'm not sure the people that are going to view this presentation today, what your business model is, and therefore you know, what your client service proposition is. So I know there's a lot of pressure now, I mean, I haven't been personally regulated for five years now. But there's pressure from the FCA not sort of mentioned the media, and possibly your clients to demonstrably add value. So goal mapping is something that I think if we make it available to clients in whatever form is a way where we are where we are most definitely demonstrably adding value. It will provide us to the goal mapping teams, the ability to tailor to your needs and requirements, you can send clients direct to goal mapping, you can send them via me, we can set up a team, we can set up your team, we can, you know, charge the clients or we can actually charge you and how you monetize, that will be entirely up to you. So there's a lot of flexibility there that the brand is putting for us. So the gala, sorry, the challenge of gold achievements. As I said, many of us set goals, new year resolutions, new business targets or whatever. But why aren't they always achieved? All sorts of reasons for that? We should do this. But do we actually do it? We know we should. But do we? So I would suggest we need a proven process and technique to actually make us follow through the game plan. Everybody here will be very familiar with this Steve's up brainchild. Fantastic. How I see is the game plan is helping us to guide our clients to achieve the best possible life and lifestyle by making the best use of all available resources. Whatever those resources are, I mean, loosely time knowledge skills experience, your contacts, energy and of course money. To have now my question to you would be how do you know right now have you previously Are you changing, establishing your clients goals? So to utilty clients bag cost us the game plan. My experiences I felt that as with financial planning, and collection of data for the assets, liability income expenditure statements and questionnaire fact find whatever you want to call it. I felt the clients weren't always entirely honest. And that sounds a terrible word to use on his book, I felt that some clients especially doing their financials, if it was a couple that shared accounts, but also maybe they had their own accounts. And maybe they didn't want the other ones to know what was in their accounts or how much they owed on their credit card. And even if they were okay with this. I wonder if clients think are we been judged here by the advisor, the planner? How do we stack up against these normal clients? You know, we've been judged here, you know, we've been compared so one of the things that goal mapping tours for supporting the the game the game plan is give your clients the option really to explore their goals in private. So, you know, would you would you like some help with a client like some help, I suggest, you know, we've given them an option whether they want to take it up or not. And you're giving them the option to explore, discover dream in the privacy of their own computer home, whatever. So one of the things that you know, I find interesting and you know, I call it the limbic chimp pals See, don't people have read stages excellent book The Chimp Paradox but this unashamedly borrows from Steve Peters excellent book and other people's work. You know the products on the back of the Buddha started talks about a drunken monkey swinging from tree to tree monkey seem to come up so monkey mind smiling the chimp piece you know, what he wants to know is why can't people follow simple instructions? What he doesn't say is there his instructions your limbic chimp the limbic part of your brain or brain, your ancient brain or whatever wants to be in charge? Why does it want to be in charge? We'll come on to that. But just looking at that brain situation graphic hand, left brain right brain old brain as I've touched on cold mapping is a whole brain whole process of trying to balance the left brain logic if you like with right brain creativity, but all the way along the line, you know, we know that the heart wants what the heart wants. And meanwhile old brain or ego building versus the limbic Chimp is trying to stop us you know, society very much has seemed to favor for a lot of the time a logical sequential analytical mind the way we're encouraged to study at school go on get jobs and the rest of it so the party line against the right brain you know, the artists the creators the people who are intuitive to say creative not so linear linear the nuts a time band quite emotional. We all know that the heart wants what the heart wants we've heard that expression and then you know that's often followed up with Yeah, but you know, get sensible get real we may be only think about what the heart wants when we're lying on a beach when we finally get mass helps that that break that one or two weeks in the sun or you know hotel or maybe you're dating a spa, we we actually clear our mind for a minute and actually think about what we really want but then boom, LLC jumps in and nap follow the instructions toe the line 15 Come on, get back in line, sensible get back in the real world.
What we know is what Steve Peter certainly suggests is you know what else he wants LC gets. lt exists to maintain you in states of establishment conditioning, what you should be doing, you know, what you should be doing, get back into it. Safety and security. This is the, you know, the ancient brain to conserve energy, just in case the saber toothed Tiger turns up. Well, you know, we don't think it is going to put LC doesn't know that an LLC is here to protect you in case and you know, preservation and continuing education sorry, of the species. So I'm setting goals. Okay, you can set LLC what you want, but LLC doesn't have to listen, doesn't want to in reality, it's change. LC really doesn't like change doesn't embrace change isn't going to encourage you to change plans. Again, okay, make your plans, please don't expect LC to follow him. Else isn't the emotional machine that thinks independently from us. It's neither good nor bad that that that's the Peters words, that you know, what you've got living within you is this emotional thing that, you know, just is here for all those things above looking after your psyche, security, preservation? And, you know, it's neither good nor bad justice. So what's establishment conditioning? Well, I think all of us in the Academy are pretty familiar with that is the old life model. In our 20 years learning, courts years working, and then if you're lucky, up to 20 years, maybe finally getting to do what you want to sell, we all got this stuff. You know, work hard at school, get good grades, get a good job that pays well aspire to acquire stuff, whatever stuff is to you. But you know, get more of it, get more of it, get more of it. Stuff, study test, you know, you want a good job that pays well and you want to let stuff so you've got status, and then save some money if you can sort of one day, one day when you actually get to take it easy and or do what you want. We're all familiar with that. So what tends to be in that establishment model for our lives is we're told constantly, you should never do this, you should always do that you should know better than to whatever and you should not want ever. So what happens is is at the crossroads of shipping must must been what we must do if we were given absolute carte blanche, free run any just gets shouted down by the shoots. But what if? What if you follow that you've done all the shoulds you haven't gotten for your must, you get bored acquiring all that stuff, you've got all this stuff, but just make you feel great necessarily. You get frustrated that states are shared with, you know, people you think or your hope look up to you, and you've got a better car, a better house, better designer clothes or whatever. But what about if that just means Jackson, you just doesn't mean anything to you want more? See? Now, you know, what if you start to question why you should have done things this way, the way you were told, you know, maybe you should have done things another way. You want things that mean something to you, you want a life of purpose, and meaning that means something to you. Now, maybe you want to know what you must do to get there. So as we all know, we go for plans, we're big on plans, let's go for a plan. So we set our goals, to get a plan. But then we all know that obstacles get in the way and they give us excuses. What we need to do is to change our thought process because our thoughts dictate our actions, our emotions, and our emotions dictate our actions. We all know that conundrum of you know, how we think is how we feel, how we feel, it's how we act. So our thoughts are actually everything and pretty much all we can control. You know, there's not much else we can control. But most of the time, I thought that dictated by should not have must, because this is our program by society. You know, what's happening is, you know, back to this with comme des, we analyze asked What if we worry, we have tabs, we find reasons not to right now. So we need to break this pattern. And this is where neuroscience now is really kicking in, neuroscientists will confirm that it's our thoughts that are going to create our future destiny. So whatever you think, I mean, if you think good thoughts, you're more likely to create a better destiny because you're going to feel better, and you're going to act better. But if your thoughts are, you know, not so positive, well, then you know what, you're going to feel not so positive, you're not going to feel great. And your actions will be well, why bother? So, you know, the fact that neuroscience, sort of backing all this up, I think adds a lot of credibility to what we in the Academy have probably believed for a long, long time. Depends on on who you're reading, who you're watching, but let's just say 90% of our thoughts repeat. Meaning we're stuck in the prisoner pass condition, and we're limited by life. And this is because for the first you know, preschool years of our life, and left and right brains are pretty much in kilter, it pretty much imbalanced when we play in the playground, we are, we are playing for England, we are fighting the Romans or whatever, we're actually the king and queen, you know, we are we're doing it's happening, we believe it's real. And then we go to school in that establishment. And we're now start to become conditioned. And that builds up in our subconscious mind. And this is what I'm referring to here is that, you know, 90% of our subconscious minds are the things we've always thought about the things we've always believed the things that all people are always telling us, we're going to keep repeating the same old behaviors, emotions and experiences. You know, just keep coming, suffering new life experience, why not go for your optimal life? You need new thoughts. Now to become a new you, you've got to change the way you think. You've got to believe what you think. So you've got to refile your thoughts, the neurons in your brain to rewire your brain. So your brain starts to get rid of that old conditioning. It's like a virus in your the hard drive your computer, you put an anti virus in and clean it out and rewire it reboot your computer. I took this to be honest, right off the internet. The refighting to rewire is becoming quite a catchphrase with quite a number of people coming from the neuroscience fraternity but being picked up by life coaches, this is what was on the internet. But you know, I look at this and yet you know, you need a reason you need a reason to change. And you've got to engage with that reason. It's going to mean something to you. You've got to be fully engaged and feeling southern our feelings are Yeah, we can do this year we want to do it Yeah, we're gonna find reasons to do it. Imagine we're now getting through to the sort of creation and creative visualization that the goal mapping is based on, which is really old Eastern philosophy, ancient wisdom, if you like, but he's now been accepted by neuroscience, we need to repeat it, this is important. Once you've got that sort of image, be it a vision board, in this case, what we're talking about today, goal maps or whatever, you got to repeat it, you got to do this day in day out. And hopefully, this will help you manage your ego. In this case, I'm taking ego to be your old brain, your ancient brain, and in my case, Elsie. That neuroscience, again, on off, just touched on this, but neuroscience today confirms through advanced brain scans. So that can now see how the brain is behaving, performing, reacting, that it's never too late to be great, because neuroplasticity means that we can refresh our thoughts and change at any time in our lives. For a long time, we were told, you know, when she got to a back 30 That was it, you weren't going to change. I think it's Robin Sharma says, you know, too many of us diet 30 But aren't very tumor 80. And maybe that's what he was referring to. Your Science also confirms the positive effects of fixated repetition of creative visualization. So again, you know, repeat, repeat repeats. Neuroscience confirms our brain cannot really tell the difference between visualization and the real thing, where within you go. So, you know, what they're suggesting is and brain scan seems to support this, I don't say since support it is supporting it, is that, you know, we can actually, you know, use visualization techniques and achieve the real thing.
So, yeah, what I'm suggesting then is, you know, we should be using these proven scientific techniques to help our clients to establish and achieve their goals. But we need to convince an old friend Elsa, doesn't matter what we're going to throw at him, his first reaction is done like, so. You know, again, we can try and change but LC as subconscious mind is going to resist. LC wins if you're persuaded to think is this really a good idea to really want this? Is it possible? Or do I even deserve this? So it's a break free from LCS, crikey. Once you get where you want to be, you must retrain your subconscious mind to be in full coherence with your conscious mind, logic, your heart, you desire, your intention, and your gut instincts, because you'll know what's right for you, and not. You have to nurture then Manage LC. Again, this is coming from Steve Peters book, mind works, his thoughts. He's, you know, research, feeding a few bananas maybe and how he goes off to bed, except when else he goes to bed, if you've managed to nurture him, and carbon down, he's going to be monitoring that he told you what you should do. So don't blame me. If it goes all wrong plus the fact he's going to wake up, and he's going to wake up and come back again. So again, this is the fixative repetition of what you want to creatively visualize and manifest. Steve pizzas says how successful you are in achieving and living your optimal life will depend on your ability to manage and nurture else's impulsive and emotional nature. That was all Steve's words. So yeah, let's see if we can get LC on $1.02 Bananas and been reasonably happy. So that leaves us alone. And while he is constantly going to be worn, you know, and trying to get us to go back to safety and security. Let's see what we can do. What are the things I strongly believe in as ASR go back probably to 2012. With gold mapping and buying bronze books and creating my own gold maps. I always produce mine on paper and you know what, I still like to produce them on paper. But that's for another another day. Just to remind a goal mapping is a whole brain technique, using the power of your mind to create images and affirmations of your goals. Research on the way neurons fire sugar to our brain that has little or no difference between powerful visualization and actual experience. So what we want to do is convince our subconscious, that this is actually how we're living. This is actually what we're doing and we're doing it right now. Golden acting as creative visualization, which is proven to give us the best opportunity to enjoy our life journey shifts in our optimal life. And what it says is basically, right brain creativity left with left brain knowledge and words, and putting the two together. One of catchphrases I've used in the past, I know Steve's repeated it is, when you have a compelling vision of an achievable future, you're inspired to take action. And I think the achievable future is so relevant to those of us, you know, offering full financial planning to our clients be as, you know, non intermediary financial planner, or fully authorized regulated financial planner, you know, he's, we are able, we are in a great position or better position than life coaches, because my experience of life coaching is that great and all the right brain stuff, but when it gets to the practicalities, you know, it's almost like get down and give me 20. You know, if you want it bad enough, you find a way to make it happen. Yeah. But what we can do in the financial planning arena, is to show them the impact on their finances of their what if scenarios, we can show them solutions. So achievable future, I think this is where, you know, the academy or life planning and advocates of, you know, lifestyle, financial planning, life centered financial planning, we're able to show them, okay, this is achievable. So we can show him how to get the goals, how to help them get the goals, but then you know, we can help them cross that bridge, which I think is absolutely vital. What I've done on the last presentation last year, which you know, Steve has made available to all of you via the Vimeo link to send you the other day. This is just a brief recap of it. So it's a simple system for sustainable success. Selling your dreams and turn them into realities. A lot of business use goal mapping survey use it, you know, to motivate if you like to get staff on board with ideas and what have you. I mean, Tony Robbins, as I said earlier, Brian work for Tony Robbins and Tony Robbins, you know, fully endorses Brian, not only that, the top tier of Tony Robbins clients now get gold mapping included in their package. So Tony is still very much on board with goal mapping. And I think, you know, that, to me, the Tony Robbins endorsement is extremely strong. It's used in education used in sport. And it's all about as a side, this whole brain thing can get in your whole brain as one power of positive thinking, this is the goal mapping presentation, a summary of Brian's presentation, I'm happy to go through this with with any of you if you'd like me to go through, you know, a full goal mapping presentation purely on goal mapping, and to help you produce your own call maps, if anyone would like to do that, you know, Kent Beck instructionally, through Steve would be very happy to give you the full presence. There's also a half day workshop, but that would be if you were looking to to help him your clients Berg or maybe advisors in your team or whatever. But yeah, this is just looping through it again, go map your life path. Well, again, what Brian wrote, you know, self mapping, life mapping books, as well as goal mapping books. I really like the life mapping process. And again, that's something I'm happy to go through with people individually if they'd like to, but, you know, this is just giving people the ideas of, you know, what would actually get them into their best possible mental, emotional, spiritual state, whatever. So we produce a goal map, left brain map using words, right brain map using pictures, we can overlap them, or you can look at them separately. And what Brian highly recommends, and so to why it does work is to produce a goal map for each area of your life. So I would highly recommend doing a life map first, and giving your clients access to a Live Map Template, so that they can just think about what a good life would look like, send them and then think about how they might be able to put that into a goal map. And then bring the goal map to you guys to show them how you know this life plan. becomes achievable through a totally relevant financial plan the to their situation explored in their, what it's establishing what needs to happen for them, rather than, Oh, well, you need a better pension a better life cover. And I sort of used to text allowances this year shirt, you know, the usual blog that we all know about. So, creating your team, what Steve asked me to sort of put into today was, how a team might work with this is entirely up to you, a if you want to bother, and be what you would like in that. So it almost gives you your own little franchise into goal mapping for once of a better expression. So I would start with that screen, then suddenly, it's not particularly big, but maybe you can get the gist of it. We're basically just setting up via, you know, a page on my website within goal mapping what you want. So, we started goal mapping journey, and we put into that an introductory video, something about creating goal, a goal map, we would then put an explanatory video, we then start to talk about success stories, then we sort of go with a, you know, call to action, you know, check your life balance creates a goal. Now, there are going to be some events coming up for you, this is entirely up to you, we would make this team to match what you would like to do either for you personally, your team, or your clients, how involved or not involved you want to be this is just to try and give you a little bit of flavor, we nearly always suggest that somebody you know, your clients have access to the goal mapping ebook.
So again, empowering your family, your golden ticket, there's going to be a global gathering in 2023, we can share maps, so that if people want to see what other people are doing or not share maps, I mean, you know, the choice will absolutely be yours. So, you know, that is just designed to try and give you a little bit of a flavor of, you know, we would sit down together sharing a screen and do what you want to do. Meanwhile, would I be able to do a show you a few videos, but I don't want to do a video, really, without your full sort of coherence, I'm using that word again and giving you the opportunity to be in on that video, you know, maybe we get Brian main in on the video, you know, there's all the options are there, it's really about creating what you want for your, your purposes. You don't want all of that, but you're quite interested in being able to offer this to your clients, well, we can do that we can give you a link, you know, they can come in to my website, my LinkedIn, my Facebook, and they can go into you know, the goal mapping websites, and they can just go in, they can go in free, as a bronze member, they can go in at 499 a month as a Silver member, and then go in at 999 a month as a Gold member. You know, it's then up to them with the share what they discover about what they'd like for the lives with you will not and obviously you weather us that question. I couldn't do enough to pay basic team. So something Steve and I've talked about, you know, is if the demand was there, we could set up, you know, one specifically for the Academy alive planning with the basic templates, which would again, you know, give your clients all sorts of access to all sorts of things. So at the base level, it would be an introductory and explanatory video or workbook a call to action, create, which creates a goal map and then options and the options are, you may be, you know, put on or I put on for your clients a webinar, we could put on a live seminar, we could do some one to one one to many, whatever. Again, you know, that'd be something that I discussed with you. But you know, there will be very soon up saying within 30 days or so, a basic version of that which I will post on my website and let Steve know when it's there. China may team well again, you know, it could be that what you want to total control over this possibly to monetize it, but also, you know, if you're receiving and I'm not saying you should do this, but it's an option if you want to prove to Monster little added value and you are paying sorry, being paid by your clients by an ongoing advice, fee of assets under management or whatever, then it could be you could read direct some of that, tell them you're doing it and buy a gold mapping team package for them. So that would be an option for you. As I say, there is the potential for us to agree a price with Brian with a tailor made team and monetize something for you, if that's what you prefer. It's your call didn't become a goal mapping coach. So it could be that you love this so much that you want to do it yourself? Well, again, what we can do is talk about that we can get you on board. You know, there's a cost to that to Brian mine, you know, it could be that I get involved with helping to coach you or helping you to become a coach or not, you know, again, it'd be your core. So that's, that's about it, guys. I don't know whether anybody has any questions, anything they'd like to ask at this point.
That's great. Gary, thank you very much for that. Should I take it off share now? Yeah, by all means. Yeah. Great. Cool.
Well, thank you very much for that was great. Got lots of questions, building on what we talked about last year, and yeah. So yeah. Like, the rep has liked it, too. So that's great. The Thumbs up? So yeah, so we've got lots of things. What before I? Well, I'll ask a couple of questions and see if anyone else wants to ask questions. So first of all, I love the points, that a lot of the points that you've made. And I've kind of gone through about a few notes, a couple of questions I'd like to ask you about Gary, so you mentioned about the you know, the great benefits of this is valid clients feeling judged and ability to explore their goals in private. That's a big part of what would they kind of do in it? With the Academy, we kind of tried to empower our clients. Yeah. So you know, be your own planet 90% of people we think 90% of the time can I can look after themselves. And we've got any tools or kits and stuff to support that. Yeah, that's brilliant, you know, been able to do that. But there's 10% of the time that we're trying to stress or change them, I need us to step in and do it on a one to one with them. So yeah, that's the kind of proportion of it. So I've got kind of seeing like, I like the idea of giving something to the client, for them to do you know, their own kind of word to pictures and exercise called mapping exercise in private, which they might choose or might not to choose to share with us the planet, for some, so that's definitely something definitely interested in. What I also like is, you know, with the game plan is a structured process. So it would be great to create a template that follows the game plan structure. So you know, with the given for Mind, body, heart spirit kind of areas, kind of order that we have them. Yeah, I've been able to do that, then go into some of those areas, like you say individually. So like, go into spirit and be able to kind of pull that apart, go into hot and pull up and do that can do that, Steve. So that's definitely something I'm interested in. So yeah, the pricing, I think we've worked out that Marvel works best for us, if we pay it, the planet pays. Yeah. Rather than the client. We don't get very high take up on buying pays products. used against a for free, so Well, I
agree. And I just think that, you know, with this consumer duty, and you know, all this constant stuff that, you know, for many, many years, you know, it's suggested, always, are you being paid too much. You're making too much money. What are you doing for that money? And I think that this is a perfect opportunity that if people even if people are taking a fixed fee, is to say as part of your thing. We're gonna pay for you to have access to this free. Play with it as you wish. So I agree with you on that. Yeah. I almost feel like the advisors, planners, whatever should pay for it. I think this is a really, today is aimed really at the planners and saying, Look, you know, this gives you an opportunity to I know I'm repeating myself They are a little bit a lot, demonstrably add value.
So in terms of the different packages, the basic thing they could do for free, but that is the silver and gold, could you just explain a little bit about what's in there? And what so if Well, it just,
it really depends on the number of goal maps you can do online. And NFT, check the numbers on that. But can I just say that pretty much that seems that Brian has set up in particular with marketing and sales companies is that it offers then a platinum package. So the fact that a platinum package is offered means that we can offer what what we want. So again, you know, the reason I like talk about bronze silver gold is that if a client goes round the bags and doesn't come virus just decides I don't want to deal with any, I don't want any of these people to know, including gallery artists, because they might tell, you know, whatever, they can go into goal mapping, register, choose where to go, you know, and choose which which package they get, they can choose their own goal mapping coach. So if somebody was uncomfortable having me as their coach, what I'm saying really is all options around, but their package, really the online packages, bronze, silver, gold, most of that is down to two things. One, the number of live life and gold Max, you can do, you know, as part that package before it asks you to pay some more money? Well, again, what you can do is print off the templates and do as many issues like, offline, but it will also, you know, look at things like, you know, if you look at the websites, you know, I think we mentioned it before it was in last year's presentation, the walking the path, is that's a very good thing that comes into gold membership. So that's Brian giving, you know, seven sort of reasons why gold mapping works.
Okay, great. Thank you for that. So the forth for pound 99? How long does that lasts for a year? Is it oh, that's brilliant. Good value. Thank you. Yeah. So it's quite easy for a member to one of the plan is to include that. Yeah. That their pricing in price that?
I would suggest, sir, I would suggest that it's, you know, I think it will pay them back. Because I think if people are encouraged to think about what day one, why don't one say that also shows them how and when they can get it. And who can help them if they need help, including with goal setting, including getting a relevant financial plan. If they don't want to use hat nap, but if they want to use hat nap, that's their money fits there. You know, I think it really fits in well with what you're doing already giving them the options to use your expression, empowering the client. I would like to encourage planners, like you to, to empower the clients here and actually pay for it, pay for what well pay for a package that's got any what they want in it, and then we'll agree a price with Brian, which will in effect be a wholesale price. That will all be discussed openly as to you know, how he gets great, you know, gets divided up or doesn't.
Okay, so getting some questions coming in on the chat. So throw out too. So David, you're asking, have you used this in the workplace for employees?
We started to talk about it, David. Last year, I mean, I I took, as Steve knows, I took a sabbatical over the last 12 months or so 18 months, which wasn't planned. And I was having conversations about this. And Steve and I were touching on the stuff you were doing with the people in Singapore. I forget what that was called
MIT effects. Yeah.
So the answer to that David is not really but it's something that I feel quite strongly about should be rolled out in that in that environment, if that's something you can help with, right? Yeah, definitely. Again, thumbs up there. So yeah, Jeff, let's have a chat about Ha, did you know so you let me know if I can be of any help whatsoever?
Yeah. So in terms of the package, you know, the you mentioned about tailoring the team template. So is that. So like you say you've got a standard template with the different areas, but some of the members have their own design, or template design, would that be? Would that be what you would class as a team template? If you're slightly different to the standard template?
Yeah, I mean, the standard template, what I would propose you see for your guys and gals, and sorry, I'm not including pronouns here. I don't know whether that gets me cancel, but apologies for that if I'm offending anybody. But I think that you know, what we need to do. On the templates, is consider whether new ones and Academy of life planning templates, in which case, what I would do is put together an introductory video, probably with you, yeah. Maybe Brian, if we can get Brian to join us, that'd be good. To give it a bit more credence credibility value. And then also, the explanatory video might be my standard video, or it might be one we put together. Now for that, Steve, because you are effectively send me a wholesale deal, then then I wouldn't be charging for that, because I'd expect us to be monetizing it down the road. However, if, for example, picking on your hair TV, if David and Kingwell said, well, we want one but what we want, is it specifically tailored to what we want, if we don't want to agree a price on that, because obviously, you know, how I'm looking to monetize it, but I'm open to how that gets monetized. So that's why I'm reluctant to say, Well, me setting up a team culture that. Yeah, because inevitably, then the planet will stink after a while. We're Crikey. If I've got 100 clients, now he's making all that money. What's he do? You know, it's almost like a parody of the client advisor relationship that you know, what values he added. So you know, I'll just want everything to be open, transparent. If it's off the shelf, then I think off the shelf should be through the academy. So we have an academy team. And then people can come into that via via that, and you can see that, but if people say, Well, no, I want my own team I want to completely personalized I wanted to say can well on it.
Yeah, we could do that too,
then I can do that. Happy to do that. But it's a conversation. It's a commercial conversation of, well, how do we see this panning out? You know, what, what's in it for Ken? Well, but what's in it for me and what's in it for the clients and I think as long as we can get used his name earliest as Steven Cody Win, win win, then that's okay. Brilliant.
So I love the decentralization of it. I love the bedsure to the empowerment, certainly, with us mind, body, heart, spirit, mind, body and heart is the LC
Yeah, well, we let you know I think all the neuroscientists now you know, the dispensers, Bruce Lipton, you know, Gregg, Braden, Jim, quick, all these people are saying the same thing. You need hearts, mind, body, whenever you want to call it coherence. Yeah. So your instincts gotta be in line. The heart wants what the heart wants. But unless you can convince LLC, you got a problem. And it's an ongoing, you know, LLC is going to wake up every day LLC is going to run out of an onus. And it's whether we can, you know, we can't fight LLC. I mean, you know, I think John SRF in one of his books, he talks about LCSW being an 800 pound gorilla. And he says, you know, what, you feed an 800 pound gorilla, anything he wants, you know, what can you tell him anything he wants to hear? So, you know, I think, far greater minds than mine, as saying that's there. It's the living became shun parts of your brain, whatever you want to call it, and it's very, very strong. Powerful, you're not gonna win in a fight, best to acknowledge it, nurture it, manage it. Yeah, if you can't, if you can't do that you're gonna have an ongoing problem.
We kind of agree with that completely, because we don't offer game plans to LCS have a filtering process that we understand, are we talking to LC here? If we
aren't one thing that goal mapping will work for and it was in last year's presentation is whether you're working for 100 year life plan. Yeah. So lots of changes, you know, phases, transitions, whatever. And in resting, saving to do that later, whatever. It will also work for somebody who has an establishment mindset. So if you have a solicitor or an accountants, type professional, that looks at career progression, actually is bothered about status, wants to live in the best possible hands, because that gives them joy. Because of this, you know, whatever. Goal mapping works for them to go goal mapping works, either way. So I think you know what, we'd have to accept his some clients. You know, they don't come back to us. Okay. But it's helped them. Great.
Thank you very much. Last, I noticed we're coming up to the hour now. So thank you very much, Gary.
Absolutely. My pleasure. And thank you for the opportunity. And I hope, you know, we can be of help going forward and work together going forward.
How do people get in touch with Gary? Don't you want that to happen? I have your contact details.
That'd be great. Yeah, yeah. Yeah. I mean, there will be a difference. Cheers, David. There will be a different email address, which I'll send you as well. But for now, the Gmail one in the short term. It's great.
Right. Brilliant. All right, Gary. So thanks, guys, for that. I've got a chat with one of the members just after this. So I'll leave you guys to it down. So cheers. Cheers. Cheers. Bye.
All the best. Take care. Bye
David, Steve, we off recording? Yeah, just just make sure I got a second