We have just released the first executive update (38 SLIDES) for the Corporate Strategy Refresh for Large Industrial Group in the Strategy Control Room, Advanced Level.
 

***

The Corporate Strategy Refresh for Large Industrial Group consists of 4 Executive Steering group presentations. For the first update, we are covering such areas as:

- engagement deliverables and scope
- engagement design
- client team onboarding planning
- the tried and tested process to ensure the attainment of engagement deliverables within the timeframe
- value chain pro forma activity plan
- the engagement team structure
- planned updates to ensure the Executive Steering Committee is kept abreast of developments
- the framework to determine Company 1's economic model
- financial overview slides addressing sales performance versus budget, variable sales to net sales ratio, etc.
- the underlying principles of benefits tracking
- the  benefits tracking framework to ensure accurate reporting of scoreboarded benefits
- a process to manage Quick Wins
- Quick Wins stream's potential areas of analysis
- key concerns around the engagement
- a proposed participative and informative communication plan
- lessons learned on Company 2 engagement

HOW TO FIND THE CORPORATE STRATEGY REFRESH FOR LARGE INDUSTRIAL GROUP (38 SLIDES):

1. Log in to The Strategy Control Room, Advanced Level, membership area.
2. See the "FULL ENGAGEMENTS" dropdown. 
3. Select "Corporate Strategy Refresh for Large Industrial Group (38 SLIDES)."
4. The Corporate Strategy Refresh for Large Industrial Group consists of 10 parts for Executive Steering Group Presentation 1.

If you are The Strategy Control Room, Advanced Level, member, here is the direct link to these particular updates (38 SLIDES).

If you joined an Advanced Level of the Strategy Control Room today, you would find the most powerful strategy, problem-solving, consulting, and results-oriented leadership reading library in the world. The resources include:

• Michael's explanation slides for selected programs on StrategyTraining.com

• 11 full engagements

• Change Management Influence & Persuasion Center of Excellence 

• Detailed Business Case Methodology Center of Excellence 

• Encyclopedia of Strategy Analyses Center of Excellence 

• Corporate Training Center of Excellence

• One-Week Immersion: Consulting Onboarding / Consulting Mastery Center of Excellence

• 31 proposals

• Flipcharts

• Layout guides

• 17 strategy and problem-solving books which we do not make available anywhere else

• 2 brand new strategy and problem-solving books just released and not available anywhere else

• 11 book drafts never before available and not available anywhere else

• Case interview materials for Felix, Rafik, Samantha, and Sanjeev, case interview exhibits, case interview solutions

• The evolution of corporate strategy

• The business case toolkit

• Implementation and operation toolkit

• Corporate strategy toolkit

• Strategy maps

• And more 

Enroll as a Strategy Control Room Member

Michael talked about a new 21 day program on "How to get results but not Kill Yourself!" I would love to learn his productivity tools and frameworks that help him achieve success.

We have just released the second update (90 SLIDES) for the Corporate Training Center of Excellence in the Strategy Control Room, Advanced Level (overall 431 SLIDES).

***

Why is this CoE different and important?

Corporate employees who work alongside elite management consultants need to ramp up their skills to the level of the best consultants, but they typically only receive a day to a week, at most, of training. And it's not even full-time training. So, the training must be distilled into what is truly necessary for someone who does not have a consultant's background. They do not have the luxury of learning the skills over the years.

This CoE, which we will continue to update, teaches only those primary critical skills that corporate employees must learn. It is designed to be studied over a week at most. This is a crucial difference versus consultants who learn over the years and receive feedback from partners. This is a CoE where you work alone with no guidance. It was a highly requested CoE and is based on the actual programs we teach corporate employees who need to operate at the level of elite consultants.

***

Corporate professionals need and want to learn the skills from the management consulting profession to excel in their careers. As management consultants, we adhere to rigorous standards due to the expectations set by our clients. In a corporate environment, whether you are part of an internal strategy unit or simply aspire to acquire top-tier management consulting skills, there are specific, impactful skills that we can teach.

In this section, we will explore the essential skills needed for someone in a corporate setting to effectively collaborate with consultants and to perform consulting tasks independently, whether consultants are present or not. We aim to equip corporate employees with a curated selection of the most effective management consulting skills, enabling them to operate at a consultant's level.

For those interested in a deeper dive into management consulting skills, strategy, and more, we invite you to explore the Strategy Control Room (Advanced) and Insider or Legacy membership within StrategyTraining.com.

This CoE is guided by the Pareto Principle, focusing on the 20% of skills that can generate 80% of the impact. Based on our experience of working with professionals around the world, we understand the skills they need to advance their careers. This method ensures we teach only the most essential skills needed in the corporate world, omitting those that are less relevant to non-consultants who wish to perform at a high level.

We have reviewed all our client programs to extract tailored training programs for corporate employees. These are now available in the new section on SCR (A), where you will find skills that, when applied consistently, lead to significant outcomes. A prime example is our meeting management techniques from The Leadership Handbook—a simple skill that, when executed well, yields formidable results.

If you believe there are specific skills from the consulting world that your company should be teaching, please contact us at team@firmsconsulting.com. We possess the world's largest non-public, deeply curated library of management consulting tools, techniques, methodologies, books, and proposals that we assembled over decades. These resources are useful not only for management consulting but also for teaching how to be an effective, results-oriented leader within the corporate world. Whether you are in the industry or management consulting, the ability to pitch and manage complex assignments remains crucial. We encourage you to leverage these skills to enhance your professional capabilities.

HOW TO FIND THE CORPORATE TRAINING CENTER OF EXCELLENCE (341 + 90 SLIDES):

1. Log in to The Strategy Control Room, Advanced Level, membership area.
2. See the "CENTER OF EXCELLENCE" dropdown. 
3. Select "Corporate Training (431 SLIDES)."
4. The Corporate Training Center of Excellence consists of 5 parts for the first and second updates.

If you are The Strategy Control Room, Advanced Level, member, here is the direct link to these particular updates (431 SLIDES).

If you joined an Advanced Level of the Strategy Control Room today, you would find the most powerful strategy, problem-solving, consulting, and results-oriented leadership reading library in the world. The resources include:

• Michael's explanation slides for selected programs on StrategyTraining.com

• 10 full engagements

• Change Management Influence & Persuasion Center of Excellence 

• Detailed Business Case Methodology Center of Excellence 

• Encyclopedia of Strategy Analyses Center of Excellence 

• Corporate Training Center of Excellence

• One-Week Immersion: Consulting Onboarding / Consulting Mastery Center of Excellence

• 31 proposals

• Flipcharts

• Layout guides

• 17 strategy and problem-solving books which we do not make available anywhere else

• 2 brand new strategy and problem-solving books just released and not available anywhere else

• 11 book drafts never before available and not available anywhere else

• Case interview materials for Felix, Rafik, Samantha, and Sanjeev, case interview exhibits, case interview solutions

• The evolution of corporate strategy

• The business case toolkit

• Implementation and operation toolkit

• Corporate strategy toolkit

• Strategy maps

• And more 

Enroll as a Strategy Control Room Member

We have just released the first update (341 SLIDES) for the Corporate Training Center of Excellence in the Strategy Control Room (Advanced Level). 

***

Why is this CoE different and important?

Corporate employees who work alongside elite management consultants need to ramp up their skills to the level of the best consultants, but they typically only receive a day to a week, at most, of training. And its not even full time training. So the training must be distilled to what is truly necessary for someone who does not have a consultant's background. They do not have the luxury of learning the skills over the years.

This CoE, which we will constantly update, teaches only those primary critical skills that corporate employees must learn, and its designed to be studied over a week at most. This is a crucial difference versus consultants who learn over the years and receive feedback from partners. This is a CoE where you are working alone with no guidance. It was a highly requested CoE and is based on the actual programs we teach corporate employees who need to operate at the level of elite consultants.

***

Corporate professionals need and want to learn the skills from the management consulting profession to excel in their careers. As management consultants, we adhere to rigorous standards due to the expectations set by our clients. In a corporate environment, whether you are part of an internal strategy unit or simply aspire to acquire top-tier management consulting skills, there are specific, impactful skills that we can teach.

In this section, we will explore the essential skills needed for someone in a corporate setting to effectively collaborate with consultants and to perform consulting tasks independently, whether consultants are present or not. We aim to equip corporate employees with a curated selection of the most effective management consulting skills, enabling them to operate at a consultant's level.

The first update covers:

• Consulting Skills Workshop Introduction

• Consulting Skills Workshop - Day 1

• Consulting Skills Workshop - Day 2

For those interested in a deeper dive into management consulting skills, strategy, and more, we invite you to explore the Strategy Control Room (Advanced) and Insider or Legacy membership within StrategyTraining.com.

This CoE is guided by the Pareto Principle, focusing on the 20% of skills that can generate 80% of the impact. Based on our experience of working with professionals around the world, we understand the skills they need to advance their careers. This method ensures we teach only the most essential skills needed in the corporate world, omitting those that are less relevant to non-consultants who wish to perform at a high level.

We have reviewed all our client programs to extract tailored training programs for corporate employees. These are now available in the new section on SCR (A), where you will find skills that, when applied consistently, lead to significant outcomes. A prime example is our meeting management techniques from The Leadership Handbook—a simple skill that, when executed well, yields formidable results.

If you believe there are specific skills from the consulting world that your company should be teaching, please contact us at team@firmsconsulting.com. We possess the world's largest non-public, deeply curated library of management consulting tools, techniques, methodologies, books, and proposals. These resources are useful not only for management consulting but also for teaching how to be an effective, results-oriented leader within the corporate world. Whether you are in the industry or management consulting, the ability to pitch and manage complex assignments remains crucial. We encourage you to leverage these skills to enhance your professional capabilities.

HOW TO FIND THE CORPORATE TRAINING CENTER OF EXCELLENCE (341 SLIDES):

1. Log in to The Strategy Control Room, Advanced Level, membership area.
2. See the "CENTER OF EXCELLENCE" dropdown. 
3. Select "Corporate Training (341 SLIDES)."
4. The Corporate Training Center of Excellence consists of 3 parts for the first update.

If you are The Strategy Control Room, Advanced Level, member, here is the direct link to this particular update (341 SLIDES).

If you joined an Advanced Level of the Strategy Control Room today, you would find the most powerful strategy, problem-solving, consulting, and results-oriented leadership reading library in the world. The resources include:

• Michael's explanation slides for selected programs on StrategyTraining.com

• 10 full engagements

• Change Management Influence & Persuasion Center of Excellence 

• Detailed Business Case Methodology Center of Excellence 

• Encyclopedia of Strategy Analyses Center of Excellence 

• Corporate Training Center of Excellence

• One-Week Immersion: Consulting Onboarding / Consulting Mastery Center of Excellence

• 31 proposals

• Flipcharts

• Layout guides

• 17 strategy and problem-solving books which we do not make available anywhere else

• 2 brand new strategy and problem-solving books just released and not available anywhere else

• 11 book drafts never before available and not available anywhere else

• Case interview materials for Felix, Rafik, Samantha, and Sanjeev, case interview exhibits, case interview solutions

• The evolution of corporate strategy

• The business case toolkit

• Implementation and operation toolkit

• Corporate strategy toolkit

• Strategy maps

• And more 

Enroll as a Strategy Control Room Member

We have just released Rebuilding a Consulting Practice (48 SLIDES), another powerful piece of content in the Strategy Control Room (Advanced Level). You will find detailed maps, charts, and analyses to break down and analyze the key career moments on how to become a partner at a rapid pace.

Some of the SLIDES include:

• Mapping out a path to partnership and visually analyzing the patterns that provide important insights for your own career reboot.

• Being mentored by two very different types of partners, both of which were equally necessary for success.

• Mapping out numerous corporate strategy studies and a handful of non-strategy engagements.

• Mapping out how the work overlaps and the workload picks up exponentially once the ability to lead case teams and clients is mastered.

While Insider/Legacy is the largest and most powerful video and audio training library in the world for management consultants and corporate leaders (based on the size of the library, quality and uniqueness of content, and feedback from our long-term members), the Strategy Control Room (Advanced) will always have more content. This is because it takes a lot longer to prepare video and audio programs versus releasing the written resources related to the program.

An example of this is study decks for a particular study. StrategyTraining.com has 3 studies, and the Strategy Control Room (Advanced) has 10 full engagements.

So the Strategy Control Room (Advanced) gets some resources that are coming to Insider years down the line and some resources that will never be converted to programs. 

HOW TO FIND REBUILDING A CONSULTING PRACTICE (48 SLIDES):

1. Log in to The Strategy Control Room, Advanced Level, membership area.
2. See the "CAREER" dropdown. 
3. Select "Rebuilding a Consulting Practice (48 SLIDES)."
4. Rebuilding a Consulting Practice consists of 23 parts.

If you are The Strategy Control Room, Advanced Level, member, here is the direct link to this particular update (48 SLIDES).

If you joined an Advanced Level of the Strategy Control Room today, you would find the most powerful strategy, problem-solving, consulting, and results-oriented leadership reading library in the world. The resources include:

• Michael's explanation slides for selected programs on StrategyTraining.com

• 10 full engagements

• Change Management Influence & Persuasion Center of Excellence 

• Detailed Business Case Methodology Center of Excellence 

• Encyclopedia of Strategy Analyses Center of Excellence 

• Corporate Training Center of Excellence

• One-Week Immersion: Consulting Onboarding / Consulting Mastery Center of Excellence

• 31 proposals

• Flipcharts

• Layout guides

• 17 strategy and problem-solving books which we do not make available anywhere else

• 2 brand new strategy and problem-solving books just released and not available anywhere else

• 11 book drafts never before available and not available anywhere else

• Case interview materials for Felix, Rafik, Samantha, and Sanjeev, case interview exhibits, case interview solutions

• The evolution of corporate strategy

• The business case toolkit

• Implementation and operation toolkit

• Corporate strategy toolkit

• Strategy maps

• And more 

Enroll as a Strategy Control Room Member

The MasterPlan Advanced
5 New Episodes

We are thrilled to announce the release of five new episodes of The MasterPlan Advanced, bringing the total to 15 episodes. Over the past seven years, we have introduced three transformative programs within The MasterPlan series.

Core Programs

• The MasterPlan (available to Insiders and Legacy members)

• Implementing the MasterPlan (available to Insiders and Legacy members)

• A MidLife Strategy Update (exclusive to Legacy members)

New Additions

We are now introducing two significant new additions to The MasterPlan universe:

• The MasterPlan Advanced (for Insiders & Legacy members)

• The MasterPlan: Next Level (members-only book exclusive to the SCR (A) members)

Program Distinctions

These programs serve distinct purposes, building upon each other to provide a comprehensive MasterPlan development and implementation path.

• The MasterPlan and Implementing the MasterPlan are the foundational programs that introduce core concepts and strategies for personal and professional growth, setting the stage for further exploration and application.

• The Midlife Strategy Update provides a detailed case study of developing and implementing The MasterPlan during midlife (around age 45).

• The MasterPlan: Next Level is a members-only book exclusively available to the Strategy Control Room (Advanced Level) members. It significantly updates and refines the concepts from the original program, serving as a bridge to The MasterPlan Advanced. It includes robust exercises designed to baseline your life, providing a practical framework for assessing and planning your growth.

• The MasterPlan Advanced can help you bring your MasterPlan to the next level. It is designed for those seeking a more in-depth understanding and ready to apply advanced strategies to their personal and professional lives.

The MasterPlan Program Impact and Evolution

The original MasterPlan and Implementing the MasterPlan have consistently been the most viewed programs on StrategyTraining.com, receiving outstanding feedback for their transformative impact on our members' professional journeys and life strategies. A MidLife Strategy Update holds the record for the most viewed among Legacy offerings. The MasterPlan Advanced was born from the experiences Michael and Kris have had over the last two years while updating their own MasterPlans for the next few decades and working with executive clients through the same process. The MasterPlan Advanced introduces powerful new concepts around investing, relationships, building a strong family unit, and more. It is a full new program being released in parallel with "The MasterPlan: Next Level" (SCR (A) members-only book).

Don't Want to Work on This Alone?

In addition to these programs, there is also The MasterPlan Acceleration executive coaching program, where you can work personally with Michael and me as you develop your MasterPlan. This allows you to receive our mentorship and coaching on each aspect of your MasterPlan, taking into account your unique set of assets, your life's purpose (including helping you figure out what your life's purpose is), and your unique situation. The program is designed to allow clients to see the opportunities and risks they may otherwise miss, and develop new powerful ways of thinking and making decisions.

I often hear from members of the FC community that they did not apply for executive coaching with us because they are not as successful as some of our clients. I personally encourage you to apply. If you know my story and if you know us, it will not be a surprise to you that what we are looking for when selecting clients is not your level of success but the kind of person you are and what your intentions are as it relates to using the power and influence once you get it. If you take a look at our Titans executive coaching, for example, which is a 1 year program where we work very closely with each client (1:1 in very small groups) as we progress from week to week towards particular goals, each client within Titans program is a prior coaching client. And some of those clients started with us while at university and we had the honor of being their guide throughout their entire career journey. Apply here.

Get Started

If you are a member, access the new episodes here or click the button below.

The MasterPlan Advanced (Insiders & Legacy Members)

If you are joining as a new member, start with:

• The MasterPlan 

• Then Implementing the MasterPlan

• A MidLife Strategy Update (if you are a Legacy member)

• Then, The MasterPlan: Next Level (if you are a SCR (A) member)

• And The MasterPlan Advanced to make the most of this seminal program

To access The MasterPlan Advanced, enroll below (scroll down to membership options and select Insider or Legacy).

www.strategytraining.com

As we approach the midpoint of the year, it's wise to reflect on our progress and make adjustments if needed. Continuing with the same approach and expecting different results will not work. 

The MasterPlan series provides a comprehensive framework for personal and professional growth. It offers a structured approach to developing a cohesive career and life plan, refining your decision-making process, and identifying your unique strengths and advantages. By following The MasterPlan, you can gain clarity and direction, enabling you to make the most of the remaining year and beyond.

Take this opportunity to invest in yourself and your future. The MasterPlan can be transformative, but it's up to you to take action. Remember, my team and I are here to support you every step of the way. If you have any questions or need further assistance, please don't hesitate to reach out to us at team@firmsconsulting.com.

Why change management efforts fail

How to convince a group of people to sustainably adopt …
A New Way of Doing Things?

Change is often met with resistance. As Woodrow Wilson insightfully noted, "If you want to make enemies, try to change something." This encapsulates the challenge faced by many leaders when it comes to implementing change.

So, how do we navigate this terrain? How do we inspire individuals to not only accept change but to embrace it willingly? This is the essence of effective change management.

In our newly unveiled Legacy program, we cover some critical aspects of managing change, including:

- Identifying when you're facing a change management challenge.
- Understanding the factors that influence people's receptiveness to change.
- Recognizing the significant determinants of openness to change.
- Strategies to enhance the likelihood of successful change adoption.
- Analyzing organizational dynamics to discern supporters and detractors of change.
- Identifying obstacles that could thwart your change management initiatives.
- Exploring why change management is often more successful in elite consulting firms compared to other organizations.
- Michael's top six books for understanding leadership and change.
- Empowering individuals to navigate and thrive amidst change.
- Core principles of change management.
- The importance of involving and trusting people with initiatives.
- Essential actions that underscore the seriousness of your initiatives.
- Common pitfalls in change management efforts.
- Techniques to demonstrate stability during transitions.
- Establishing a guiding coalition to steer change.
- Reasons behind the frequent failures of change efforts.
- Challenges in achieving sustainable adoption of new practices.
- Embedding change within the organizational culture.

If you are a Legacy member, you can access the "Why Change Management Efforts Fail" program in your account on StrategyTraining.com. And if you are not a member, you can enroll here (scroll down to membership options):

www.strategytraining.com

Thank you for being a part of the StrategyTraining.com community. Your growth and success are our mission, and we are here to support you every step of the way.

The MasterPlan Advanced: 5 new episodes

We are thrilled to announce the release of five new episodes of The MasterPlan Advanced, bringing the total to 10 episodes. Over the past seven years, we have introduced three transformative programs within The MasterPlan series.

Core Programs

• The MasterPlan (available to Insiders and Legacy members)

• Implementing the MasterPlan (available to Insiders and Legacy members)

• A MidLife Strategy Update (exclusive to Legacy members)

New Additions

We are now introducing two significant new additions to The MasterPlan universe:

• The MasterPlan Advanced (for Insiders & Legacy members)

• The MasterPlan: Next Level (members-only book exclusive to the SCR (A) members)

Program Distinctions

These programs serve distinct purposes, building upon each other to provide a comprehensive MasterPlan development and implementation path.

• The MasterPlan and Implementing the MasterPlan are the foundational programs that introduce core concepts and strategies for personal and professional growth, setting the stage for further exploration and application.

• The Midlife Strategy Update provides a detailed case study of developing and implementing The MasterPlan during midlife (around age 45).

• The MasterPlan: Next Level is a members-only book exclusively available to the Strategy Control Room (Advanced Level) members. It significantly updates and refines the concepts from the original program, serving as a bridge to The MasterPlan Advanced. It includes robust exercises designed to baseline your life, providing a practical framework for assessing and planning your growth.

• The MasterPlan Advanced can help you bring your MasterPlan to the next level. It is designed for those seeking a more in-depth understanding and ready to apply advanced strategies to their personal and professional lives.

The MasterPlan Program Impact and Evolution

The original MasterPlan and Implementing the MasterPlan have consistently been the most viewed programs on StrategyTraining.com, receiving outstanding feedback for their transformative impact on our members' professional journeys and life strategies. A MidLife Strategy Update holds the record for the most viewed among Legacy offerings. The MasterPlan Advanced was born from the experiences Michael and Kris have had over the last two years while updating their own MasterPlans for the next few decades and working with executive clients through the same process. The MasterPlan Advanced introduces powerful new concepts around investing, relationships, building a strong family unit, and more. It is a full new program being released in parallel with "The MasterPlan: Next Level" (SCR (A) members-only book).

Don't Want to Work on This Alone?

In addition to these programs, there is also The MasterPlan Acceleration executive coaching program, where you can work personally with Michael and me as you develop your MasterPlan. This allows you to receive our mentorship and coaching on each aspect of your MasterPlan, taking into account your unique set of assets, your life's purpose (including helping you figure out what your life's purpose is), and your unique situation. The program is designed to allow clients to see the opportunities and risks they may otherwise miss, and develop new powerful ways of thinking and making decisions.

I often hear from members of the FC community that they did not apply for executive coaching with us because they are not as successful as some of our clients. I personally encourage you to apply. If you know my story and if you know us, it will not be a surprise to you that what we are looking for when selecting clients is not your level of success but the kind of person you are and what your intentions are as it relates to using the power and influence once you get it. If you take a look at our Titans executive coaching, for example, which is a 1 year program where we work very closely with each client (1:1 in very small groups) as we progress from week to week towards particular goals, each client within Titans program is a prior coaching client. And some of those clients started with us while at university and we had the honor of being their guide throughout their entire career journey. Apply here.

Get Started

If you are a member, access the new episodes here or click the button below.

The MasterPlan Advanced (Insiders & Legacy Members)

If you are joining as a new member, start with:

• The MasterPlan 

• Then Implementing the MasterPlan

• A MidLife Strategy Update (if you are a Legacy member)

• Then, The MasterPlan: Next Level (if you are a SCR (A) member)

• And The MasterPlan Advanced to make the most of this seminal program

To access The MasterPlan Advanced, enroll below (scroll down to membership options and select Insider or Legacy).

www.strategytraining.com

As we approach the midpoint of the year, it's wise to reflect on our progress and make adjustments if needed. Continuing with the same approach and expecting different results will not work. 

The MasterPlan series provides a comprehensive framework for personal and professional growth. It offers a structured approach to developing a cohesive career and life plan, refining your decision-making process, and identifying your unique strengths and advantages. By following The MasterPlan, you can gain clarity and direction, enabling you to make the most of the remaining year and beyond.

Take this opportunity to invest in yourself and your future. The MasterPlan can be transformative, but it's up to you to take action. Remember, my team and I are here to support you every step of the way. If you have any questions or need further assistance, please don't hesitate to reach out to us at team@firmsconsulting.com.

Take care,

Kris Safarova

The Bill Matassoni Show Season II

Bill is back to tell more stories from 50 years in the world of marketing and share some of the best marketing and business strategy secrets he picked up along the way.

By far, the biggest theme of Bill's career is how do you sell ephemeral things.

How do you sell the soft stuff? Because Bill’s career, not by plan, has been selling soft stuff. He headed marketing for United Way of America. How do you sell philanthropy? More importantly, how do you sell secondary demand for philanthropy? It's easy enough to get somebody to give. But how do you go after the bigger givers who think seriously about philanthropy?

Bill’s first job out of Harvard Business School was to sell people on treating their high blood pressure. How do you convince people to treat a disease that’s not curable? Treat a disease that requires behavior change (no salt, lose weight, maybe give up some of their favorite foods, all those things), and keep them on that regimen. That's a tough sell. You learn how to sell high blood pressure treatment, you learn how to sell, you learn how to market. 

Bill was worldwide head of marketing and publications (including McKinsey Quarterly), and brand, and all that stuff, as a partner at McKinsey for 18 years. And later for six more years at the Boston Consulting Group. How do you sell top management on strategy consulting? How do you sell million-dollar engagements? Engagements that cost three, four, or five hundred thousand a month. What are you selling?

And then later on, after Bill retired from McKinsey and the Boston Consulting Group, he joined a firm called Tapestry, which really figured out how to use marketing in multi-stakeholder environments. It's one thing to use marketing in somewhat simple markets where there's a company, there's a competitor, and there's a customer. But what happens when you have all sorts of other players, regulatory agencies, government, and patient advocates, all those players are in the system, too. Can marketing work there? Bill thinks it can. And the experiences Bill had in the last part of his career proved that to Bill. 

All of those things, to Bill, are ephemeral things. 

Whether or not you sell blood pressure treatments, if you learn the principles of how to sell ephemeral things, just imagine how much easier it is to sell whatever else you might be offering.

So, Bill had a pretty crazy career, and you can have a front-row seat to learn from Bill. 

The Bill Matassoni Show Season 2 (Insiders & Legacy Members)

The MasterPlan Advanced
Start watching

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)