The 308-Hour
Year
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I offered this in the room and I meant it. Grab 30 minutes and we will wireframe your version of this system on the call. No pitch, no deck. Bring your actual week.
Book Your 30 Minutes →The Super Agent Blueprint, the full build of what you watched on screen, ships September 21 at the workshop price for everyone who was in the room.
This replay is for August workshop attendees. Please do not forward the link.
JumpStart Coaching Lab is a consulting practice separate from any registered investment advisory services.
Dallas, TX · [email protected]
Every meeting, scored the way a coach would score it.
Upload a meeting transcript. The Architect Score™ grades the behaviors that turn prospects into clients and clients into deeper relationships, shows the evidence behind every score, and names the one thing to do better next time.
2 moved to a next step
Your notetaker already tells you what was said. The Architect Score tells you how well you did it, behavior by behavior, and what to change.
A score out of 100
Every behavior on the scorecard placed in red, yellow or green, weighted by how much it matters to the outcome of the meeting.
The evidence
One line from the meeting behind each score, so you can see exactly why, written without client names.
The next band up
A coaching point for every behavior: what yellow looks like when you're in red, and what earns a 9 or 10 when you're already green.
Every opportunity
Each planning opportunity in the meeting, who raised it, and whether it left with a concrete next step or was left on the table.
Each meeting has its own scorecard, because a great introduction and a great review ask different things of you.
Introduction
A prospect who feels understood and leaves with the next meeting booked.
Data Gathering
The complete picture, confirmed priorities, the planning fee stated with confidence, and the Presentation on the calendar.
Presentation
Every recommendation tied to a goal, and a clear commitment to move forward, fee included.
Implementation
A new client who knows what they signed, what happens next, and when you'll meet again.
Review
A client who feels known, sees their progress, and brings more of their financial life to you.
Several notetakers now let you write your own scorecard. The hard part was never the software. It's knowing which behaviors to measure, what green actually looks like, and how much each one should count.
- Built from lived experienceEvery scorecard comes from 25+ years of running and coaching advisory practices, not a template library.
- Calibrated before releaseEach scorecard was checked against a coach's own scoring of 35 real advisor meetings, then adjusted until they agreed.
- Fair when a moment doesn't come upIf a behavior has no place in a given meeting, it isn't scored, and the meeting is still out of 100.
- Tracked until it's fixedPick up to three behaviors to work on. Each one is followed from where it started until your last three meetings of that type are green.
A notetaker remembers the meeting. A coach tells you what to do differently in the next one.
The Architect Score is the coach's half.Deleted after scoring
Each transcript is deleted as soon as it's scored. Only the scores and short evidence lines, written without client names, remain.
Two-step sign-in
Required for every login, not optional.
Never used to train AI
Your meetings are scored, not added to anyone's training data.
Advisors see their own
Each advisor sees only their own meetings. Firm leaders see the team view.
Individual advisors
You record your meetings already. Find out which habits are winning you clients and which are quietly costing you, one meeting at a time.
- Your own scores, evidence and coaching points
- Up to three coaching priorities, tracked until they're cleared
- Optional one-on-one coaching on your scores
Firms
See every advisor's strengths and gaps against one standard, and coach the behaviors that move the whole team.
- A team dashboard that ranks each advisor's gaps by the points they cost
- Your own scorecards, built around your process, seen only by your firm
- Firms of six or more advisors: contact us for pricing
We're opening The Architect Score to a small group at a time, so every new advisor gets scorecards that are calibrated and support that's actually there.
Join the waitlist
No cost to join. We'll only email you about The Architect Score.
Dominique Henderson, CFP®
Dom has spent 25+ years in financial services, built and sold his own advisory practice, and now coaches advisors toward their first million in production. The Architect Score puts the way he reviews a meeting into every advisor's hands, between coaching sessions.