The MasterPlan Advanced
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Over the last few years, we have released 3 programs as part of The MasterPlan universe:

  • The MasterPlan (Insiders and Legacy)

  • Implementing the MasterPlan (Insiders and Legacy)

  • A MidLife Strategy Update (Legacy)

Two consequential new programs are now being released for our members.

  • The MasterPlan Advanced (Insiders & Legacy)

  • The MasterPlan. Next Level (Strategy Control Room, Advanced Level)

The MasterPlan and Implementing the MasterPlan programs were and remain the most watched programs of all time on StrategyTraining.com. A MidLife Strategy Update is the most watched program among Legacy programs. These are also the programs that got the most rave reviews on how they changed members' careers and life plans. How it opened their eyes to things they never considered and nudged them to set up a path they never dared to follow before going through the programs. Many members and clients told me that they return to The MasterPlan program on at least an annual basis. 

This is from a recent call I had with a long-time client:

"The MasterPlan, I will review that again, because every year things change, and there are still some concepts in there that I have not embedded properly. And maybe there are some things that you forget that you need to pay attention to."

The MasterPlan and Implementing the MasterPlan programs summarized the critical skills and strategies we developed for our most successful executive coaching clients and gave you a blueprint to significantly alter your career. Maintaining a high level of performance is NOT about simply having the problem-solving skills of a McKinsey, KKR, Google, BCG, et al. senior leader that we teach our members. It's about MORE than communication and leadership skills. If you want to operate at the level of our most successful executive clients like Andrew, Abhishek, Richard, Fei, Chetan, and Tatiana, and CEO clients, The MasterPlan program was designed to help you with that. It literally changed people's lives.

But there is always the NEXT level. 

The MasterPlan covered how to live comfortably, and with a big focus on career success. What it doesn't cover, though, is how to become wealthy, how to build enduring relationships, how to invest, how to strategically retire, how to be healthy, retirement and the dreaded and often unplanned part of retirement. Wealth is more than comfort. When you can travel anywhere in the world. When you can dine at the finest five-star restaurants and not even bother to look at the price. That takes a whole new level of planning and execution, and that's why we go into wealth creation in The MasterPlan Advanced. Relationships are often ignored but as we get older, for many people, it becomes the biggest issue in terms of happiness and wealth creation/destruction. Yet, most clients do not have a strategy for building enduring intimate and professional relationships. They stumble into and out of them, not realizing the immense costs of loneliness and/or bad relationships. 

The MasterPlan Advanced is about how to go from well-off to wealthy. 

And we are taking it to the next level this year in two parallel tracks

Track One: The Insiders and Legacy members now have a new program, The MasterPlan Advanced (the first 5 episodes were released today).

Track Two: The Strategy Control Room (Advanced Level) members will have an in-depth exclusive members-only advanced book, "The MasterPlan. Next Level." It can only be accessible at the Strategy Control Room, Advanced Level. Think of that book as the bridge between The MasterPlan and The MasterPlan Advanced. The release of "The MasterPlan. Next Level" will start in a few days. We will discuss The MasterPlan. Next Level in a separate email.

The MasterPlan Advanced goes a few levels up in planning out your career trajectory, wealth accumulation, relationships, investment strategy, and life trajectory. It's built upon ten foundational pillars that should be in place. We are not going to be discussing basic investment advice like setting up brokerage accounts. That information can be easily found. We are going to explain the strategies that result in a true difference. Each pillar is meticulously crafted and explained to address some critical aspects of life, business, and career strategy. It is based on our personal experiences redoing our MasterPlans for the next few decades and based on working with some of our most successful executive coaching clients over the last ~15 years.

NOTE: Many parts of this program will go deeply into investing, retirement planning, relationship building, protecting and improving health. However, please keep in mind that we are not financial advisors, accountants, doctors, or lawyers, nor are we holding ourselves out to be. We are sharing with you our own experiences, the experience of working with many very successful clients over a period of almost 15 years (StrategyTraining.com / FIRMSconsulting is turning 15 this year!), and what we would do if we were in your place. This and any of our programs are not a substitute for financial, legal, health, or other specialized advice from a relevant professional who is aware of the facts and circumstances of your individual situation.

Each pillar is an integral part of a comprehensive strategy that can help you build a very different future for yourself than what you would have if you just remained on your current trajectory.

Some, but not all, aspects that are covered include:

- How to set up the rules for investing to be better than the average.
- How to plan your retirement so you and your spouse can enjoy your golden years versus worry about money. How are you going to live when you are drawing down your wealth? 
- When the day comes when your or your spouse’s mental faculties are not as sharp or physical capabilities are not as enabling, are you ready for that time? How can you prepare?
- Relationships are like continents. They are always moving by three centimeters a year. And over a long enough time, they become unrecognizable. Are you slowly drifting apart? Or are you slowly drifting closer together? Have you built the skill set to develop close relationships, and keep close relationships? Do you pick the person you want or do you hope to get picked at all, and by anyone?
- You’ve been brainwashed to think certain things to be true but are not actually true. How do you figure out what is true and what is false for you, and not let false beliefs run your life and keep your wealth ceiling down?
- Setting up a passive income machine in the low tax bracket. 
- How to continue rising up in your career from the age of 45. Viewing the age of 45 as the ceiling is a significant trap.
- Adopting a few basic habits, which most people don't do, to protect your health as you reach your late 30s or early 40s, as your body gradually wears down.
- How can you be the professional who creates something new versus being a shifter of content and information?

Most people have lost that skill. The majority never had it. You need the cognitive ability to generate new ideas and physically create things, so you don't lose that capability. You don't want to become someone who can only shuffle others' information and content. A clear sign of deterioration is when you no longer recognize that you're just shifting content. For example, if you're only copying others' investment ideas, you're late to the game, and the value of the investment diminishes if someone else has already exploited it. Certain cognitive exercises and goals are necessary to maintain this ability.

Remember that we also have The MasterPlan Acceleration executive coaching program where you can work personally with me and Michael. Clearly, The MasterPlan is a major part of what we do, and it has changed many lives. 

We are committed to guiding you every step of the way as you start on this journey to progress even further in your career, set yourself up for a wealthier and more fulfilling life, and building your legacy.

The MasterPlan Advanced (Insiders & Legacy Members)