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Resources

Take control of your experience! Welcome to my library of tools and guides that will equip you with the strategy, insight, and execution required to thrive in business…and in life.

Resources for Building Stronger Teams and Healthier Businesses

Explore a curated collection of tools, articles, and guides designed to support team development, enhance business performance, and promote overall well-being.

Visionary Love Letter tool for better business planning

How To Use The Visionary Love Letter

Dear Visionary,I had a problem: our annual planning meetings were important and set the tone for the year…but my teams weren’t walking in as well prepared as I had hoped. This “Visionary Love Letter” solved the problem.

Dentist Quarterly Check-In tool for team development

Tool: How To Do A Dentist Quarterly

The “How to Do a Dentist Quarterly Check-In” tool provides a structured approach to syncing with associates, offering more than just a numbers review. It focuses on fostering real connections, reflecting on wins, exploring growth opportunities, and aligning personal and career goals.

The 4Ps Dental Edition tool for building a life vision

Tool: The 4Ps Dental Edition-Building A Life Vision

For many of us, the demands of our profession take over, leaving little room for you. Stress, burnout, and constantly feeling behind are common, but it doesn’t have to stay that way. Imagine having a clear vision for your life—one that’s in writing, something you can review, refine, and truly live by.

The Intentional Family Checklist for work-life balance

Tool: The Intentional Family Checklist

Whether you have a life partner and kids already, or whether you’re just getting started, this checklist is for you! The tools introduced in this checklist can help you build an optimal foundation for your family if you’re just starting out, or they can help you upgrade your family life if you’re already deep into the journey.

Multiplier Mindset

Applying Thinking Tools To Work And Home, with Eric Roman —

November 19, 20240 min read

Eric Roman is an entrepreneur with experience in the health care field, and he currently has a hand in half a dozen ventures. With the Strategic Coach® thinking tool The Gap And The Gain™, which involves measuring your progress not against your destination but against where you started, he’s learned to stay connected to everything that’s occurring and to harness and leverage that power.

Multiplier Mindset® with Dan Sullivan

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Visionary Love Letter

Dentist Quarterly Check-in

4Ps Dental Edition

Intentional Family Checklist

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