Management Program

The Fortune Management Program consists of four 2-day sessions over an 18-month period:

Session 1: Foundations of Practice Mastery

  • Vision Workshop
  • Create Team Agreements
  • Creating your life, career & financial plans
  • Setting Practice Goals
  • The Elements of Life Mastery
  • The Power of Purpose
  • State Management Results
  • Time Economics- Production/Collections goals and strategies
  • Content vs. Context
  • Transformational Vocabulary
  • Financial Engine
  • Re-Care-Reactivation
  • Ultimate Success Formula and Monitors
  • Three ways to Grow Your Business
  • Care to Share / Referrals
  • Team Huddles and Checklists

Session II: Communication and Relationship Mastery

  • Introduction to Communication and Relationships
  • Roadmap to Mastery
  • Becoming a Master Communicator
  • Understanding a Master Communicator
  • Reality Check/Quality Request/Quality Response
  • Reality Bridge
  • Monitor Results/Bonus System/BAM
  • Correct Format
  • Reactivation-Successful Chart Audits and Scripting
  • Goal Setting
  • Target Board and Daily Declarations

Session III: Marketing & Enrollment Mastery

  • Practice Roadmap
  • Communication Tools
  • Branding/Identity
  • Social Media/Internet
  • External Marketing
  • Internal Marketing
  • Modalities/Metaprograms/Sensory Acuity/Matching-Mirroring
  • Elegant Influence
  • Values/Rules
  • Six Human Needs
  • New Patient Interview/Role Play
  • New Patient Experience
  • Five Steps to Enrollment
  • Handling Objections

Session IV: The Road Map To Practice Mastery

  • Vision-Goals for Practice
  • People Engine
  • The Power of Proactivity
  • Advanced State Management
  • Team Discovery Process Workshop
  • Financial Discussion- Income/Expense Reports
  • Advanced Monitoring
  • Target Board / time Economics

Session V: Wealth Mastery

  • Money and Belief Systems
  • Master Secrets of Financial Freedom
  • Goal Setting
  • Creating Financial Mastery
  • Investing and the Power of Compounding