Wealth intelligence a fresh perspective
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Transcript of Wealth intelligence a fresh perspective
VALUES EXERCISE
1. Sort values into two categories those that fit you
well (your core) and those that do not.
2. Reduce your core to the 15 values that are ideally
important to you.
3. Reduce the values to the 10 that are very important
to you.
4. Narrow the list to the 5 values most important to
you.
5. When finished, record your top 5 values and save
for future reference!
© 2015 think2perform. All rights reserved.
Who Are We?
“We are the most in-debt, obese, addicted
and medicated adult cohort in U.S. history.”
— Brené Brown, The Power of Vulnerability
THE LOGIC CHAIN: Self-Awareness leads to …
© 2015 think2perform. All rights reserved.
Source: William Bridges
Self-Awareness
Effective Decision-Making which leads to …
© 2014 think2perform. All rights reserved.
Source: William Bridges
Self-AwarenessEffective
Decision-Making
Effective Self Management which leads to …
© 2014 think2perform. All rights reserved.
Source: William Bridges
Self-AwarenessEffective
Decision-MakingEffective Self-Management
Leader and Relationship Effectiveness!
© 2014 think2perform. All rights reserved.
Source: William Bridges
Self-AwarenessEffective
Decision-MakingEffective Self-Management
Leader & Relationship Effectiveness
The Alignment Model
© 2015 think2perform. All rights reserved.
Ideal Self
Moral Compass
Frame 1
Principles
Values
Beliefs
Goals
Frame 2
Purpose
Goals
Wants
Real Self
Behavior
Frame 3
Thoughts
Feelings
Actions
Frame 1: Moral Compass
© 2015 think2perform. All rights reserved.
Ideal Self
Moral Compass
Frame 1
Principles
Values
Beliefs
Goals
Frame 2
Purpose
Goals
Wants
Real Self
Behavior
Frame 3
Thoughts
Feelings
Actions
Beliefs are the assumptions we generally hold to be true, usually without actual proof or evidence
Beliefs can be about ourselves, others in the world, or how we expect things to be
Beliefs reflect how we THINK
things are — they come from
our head
The Cindy Crawford mirror
Beliefs or Assumptions?
Beliefs/Assumptions: T or F?
1. Beliefs are frequently unconscious
2. Beliefs are often partial truths, or were once true and are no
longer true
3. Beliefs are often contextual
4. They are frequently generational
5. Beliefs are frequently “inherited”
6. We seek to reinforce and validate beliefs with selective
attention (confirmation) bias
7. Beliefs can limit or empower your choices
8. My beliefs are reflected in my actions
9. What else is important about beliefs?
Exercise: Money Beliefs and Behaviors
What is significant
money memory you
have from your past?
How does it influence
you today?
What is a money
saying or quote that
has been a part of
your life?
Frame 3: Behavior
© 2015 think2perform. All rights reserved.
Ideal Self
Moral Compass
Frame 1
Principles
Values
Beliefs
Goals
Frame 2
Purpose
Goals
Wants
Real Self
Behavior
Frame 3
Thoughts
Feelings
Actions
VALUES/BELIEF CONNECTION
1. Is there a relationship between your beliefs about
money and your money behaviors?
© 2015 think2perform. All rights reserved.
1. KNOW Your Story WAIT?
1. MOW Moving Onto WELL
2. MAP My Action Plan
3. TAP Track Action Progress
4. CAP Check Alignment
Problems
Five Steps to Intentional Wealth
The Alignment Model
© 2015 think2perform. All rights reserved.
Ideal Self
Moral Compass
Frame 1
Principles
Values
Beliefs
Goals
Frame 2
Purpose
Goals
Wants
Real Self
Behavior
Frame 3
Thoughts
Feelings
Actions
Experiential Triangle: Applying Self-Awareness
© 2014 think2perform. All rights reserved.
Source: Joe LeDoux, NYU
THOUGHTS(rational center
of the brain)
EMOTIONS(emotional center
of the brain)
PHYSIOLOGY
/ACTIONS
(habit center
of the brain)
Outside
Stimulus
The Freeze exercise
1. Say “freeze” and pause
2. Write down
• What am I thinking?
• What am I feeling?
• What am I doing?
3. Are my feelings, thoughts and actions aligned?
4. Is there a better choice for me right now?
© 2014 think2perform. All rights reserved.
The Alignment Model
© 2015 think2perform. All rights reserved.
Ideal Self
Moral Compass
Frame 1
Principles
Values
Beliefs
Goals
Frame 2
Purpose
Goals
Wants
Real Self
Behavior
Frame 3
Thoughts
Feelings
Actions
Choices become Action-
able in a Plan
The Default
Your Past = Your Future
Intention Requires Choices
Ideal self
Guiding principles,
values & beliefs
Goals
Wants & goals
Real self
Thoughts, actions & goals
Creating alignment: living with intention
© 2015 think2perform. All rights reserved.
Are my actions consistent
with my values?Do I know my values?
What do I want out of life?
What do I want out of my work?
Is what I want in alignment with my
values?
Frame 2: Goals
© 2015 think2perform. All rights reserved.
Ideal Self
Moral Compass
Frame 1
Principles
Values
Beliefs
Goals
Frame 2
Purpose
Goals
Wants
Real Self
Behavior
Frame 3
Thoughts
Feelings
Actions
Triangles of influence
© 2015 think2perform. All rights reserved.
What do I have to think?
What do I have to do?
What do I want them to think?
How do I want them to feel?
What do I want them to do?
Others