The pre-call sequence

Hi {FIRST NAME},

Your Owner's Circle Planning Call is booked, and I'm so glad you took this step.

You'll be talking with someone on my team who knows the method inside out.

Here's what they'll go through with you: where your money is today, what you want the next 90 days to build, and whether The Owner's Circle is the right fit.

Two small things to do before the call:

→ Have a rough idea of what's in savings, a 401(k) or an account you already have

→ Write down one or two companies you'd love to own a piece of

Add it to your calendar so nothing bumps it: [CALENDAR LINK]

Talk soon!

Hi {FIRST NAME},

Before your call, I want you to have a real picture of what working with us looks like.

Weeks 1 to 4 are the soil. You open the right account with your coach on a one-to-one call, and you set up your index-fund core.

Weeks 5 to 8 are the flowers. You learn the 4-number check, and my team runs it on up to 10 companies you love in your Dream Stocks Audit.

Weeks 9 to 12 are the watering rule. You pick your monthly day, you build the habit, and you practice holding through the headlines.

Every Tuesday you're on a live call with me, and every homework gets written feedback within 48 hours.

By day 90 you have a portfolio you built yourself, and you understand every line of it.

We'll talk through all of it on the call.

See you there!

Hi {FIRST NAME},

It's normal to wonder whether this is worth it before a call like this.

Here's how I'd think about it.

You could keep figuring it out alone, and some people do. It usually takes years of trial and error while the money waits.

Or you can spend 90 days with someone beside you, and leave with a portfolio and a plan you'll use for the rest of your life.

We'll never tell you what to buy. We teach you how to decide, and we sit beside you while you do.

And if your account isn't open and your core and first flowers aren't planted by day 90, you keep getting coached, free, until they're planted.

My team will walk you through the options on the call so you can choose what's right for you.

Talk soon!

Hi {FIRST NAME},

I want you to walk into your call feeling relaxed, so here's exactly what to expect.

It's about 30 minutes with someone on my team.

They'll ask about your goals, your timeline and where your money is right now.

If The Owner's Circle is a good fit, they'll explain how it works and which option makes sense for you.

If it isn't a fit, they'll tell you that honestly, and point you to something that fits better, like the Bootcamp.

Nobody's going to pressure you. That's not how I run things.

See you on the call!

Hi {FIRST NAME},

Your call with my team is tomorrow.

If you can, take it somewhere quiet, and have your notes on your savings and your dream companies close by.

If something came up and you need to move it, you can do that here: [RESCHEDULE LINK]

See you tomorrow!

Hi {FIRST NAME},

Today's the day!

Your Owner's Circle Planning Call is later today, and here's your link: [CALL LINK]

Bring your questions, all of them.

Cheers to health and profits!