[ARA] 2021-03-19 Project Call

Recording

Notes

20210319 ARA project call

  • Celebrations
    • Successful move! Company that works with the building.
    • Enjoying new place.
    • Getting rid of books
    • Closed the loop with broker, doormen, movers (with thank you cards)
    • Samosa burrito! life nourishing
    • Dinner with Judith
  • Last week’s homework
  • Habitat
    • Staying for 2 years
    • Don’t worry about habitat for 18 months
    • Free up attention to focus on marketing, mating, and art
    • June 2021 is next inflection point
  • Marketing
    • JB to outline/demo ActiveCampaign
    • Finish webinar
    • Write a one-page funnel advertisement – landing page
    • Funnel architecture
      • Ad or emails or Facebook group **
      • Landing page **
      • Webinar **
      • Tracking of all leads
      • Clarity call *
      • Client qualification and onboarding * – HMS curriculum
        • Selectivity – don’t waste your time with people who are more trouble than they’re worth
    • Enter “centers of influence” into Active Campaign
      • Present and former clients
      • Friends
      • Professional acquaintances
        • Hairdresser, dentist, brokers, any professional contact
      • Problem-agitate-solve
        • Dwell on problem and its impact
        • Give hints as to solution
        • Invite people to watch webinar
  • Finance
    • Risk Management
      • Honor code/cheating “insurance”
      • Mandated reporter – secrets policy
        • Pregnant
        • Suicidal
        • Being abused
      • JB to connect ARA with better professional liability insurance by August
    • Personal life planning
      • “Hit by bus” resolutions
      • Everplans – deputy/advocate – Catherine Mechner
        • ARA giving them book – accountability partner for Catherine
    • Retirement planning
      • SEP IRA – M1 finance next week
      • Personal Capital’s dashboard
  • Next week’s homework
    • Mechners
    • Record Andrew Johnson from laptop to Olympus
    • Research whether ARA really needs better credit – what are thresholds for getting approved or getting better interest rates for cars and property?
      • JB thinks under 700 may be a cutoff but between 700 and 800 = no difference
    • Schedule for March 25 – discussion of M1 finance – open accounts – configure Swensen Portfolio – prepare to deposit SEP IRA monies
    • ARA to get JB scripts and recording
      • Will share scripts by Monday end of day
      • Video by Tuesday end of day
    • ARA to send SOS dashboard end of day Wednesday