The Architect's Workshop
Attendee Replay

The 308-Hour
Year

Recorded Thursday, August 27, 2026  ·  51 minutes  ·  Live on Zoom

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00:00
Why I capped my year at 308 hoursThe premise: work less in the business so you are building something sellable. How I held my time at 30 percent for two years and then sold the RIA.
05:42
The red, yellow, green filterRed moves money and happens today. Yellow happens this week. Green gets scheduled and does not get to interrupt you. Built live in ChatGPT.
17:53
Three reds a day, and why more is a lieMost of us get two to four hours of real peak energy. The live brain dump, and what the system surfaced as the actual top three.
22:58
Training it to think like youWidening the red list to give the system context, and turning it into a second brain that pushes back on your own prioritizing.
27:09
The breathing document and the 7 AM briefSeven or eight months of iteration on one task file, and the morning command brief that writes the day before I open my laptop.
34:23
The operations dashboard, liveThe full walkthrough of how one file feeds the whole dashboard, how it runs a solo practice, and where the build goes next.

Want me to look at yours?

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]

Know Thyself · the first of three

Operators try to be all six.
Architects pick one.

Every advisor has one natural genius: the work that energizes you and that clients pay a premium for. The trap is trying to be all six at once. Five minutes to name your one, and to name the upper limit that comes with it.

No cost. Your result is emailed to you as a PDF.

What comes back

Three things, named

Which of the six you actually are

Storyteller, Educator, Technician, Guide, Strategist, or Builder. Not the one you are proud of. The one running the practice on a Tuesday afternoon.

Your zone of genius

The work only you can do, and what your week looks like when you are actually in it. Most advisors are spending the majority of their hours somewhere else and calling it being busy.

Your upper limit

The specific, repeatable way your own archetype holds you back. Oversimplifying. Detail overload. Conflict avoidance. Analysis paralysis. Every genius has one, and almost nobody has had theirs named.

Same archetype, two outcomes

The archetype never changes. The lens you wear does.

Wear the operator lens and your archetype's upper limit runs the show. You grind in the blind spot, stay busy with work other people could do, and year seven looks a lot like year three.

Wear the architect lens and the genius runs the show. You build around the gift and you staff the other five. That is the whole of Operator → Architect™, and it starts with knowing which of the six you are.

You do not get better by fixing your weakness. You get free by building around your genius and hiring the rest.

How it works

Five minutes, no scales

  1. Ten sets of three statements. Pick what is most like you and least like you. There are no agree-or-disagree scales here, because every advisor agrees with everything, which is exactly why those assessments tell you so little.
  2. Five questions about where your practice actually is right now.
  3. Your result, by email, as a PDF you can keep and bring to a conversation.

Stop grinding to be all six.

Name your one, build around it, and finally operate like an architect.

Five minutes · No cost · Result emailed as a PDF

This assessment describes preference and disposition, not capability or potential. It measures where you naturally gravitate, not what you are able to do or what you could become with coaching. It is a self-report instrument for coaching and development, not a clinical, diagnostic, or employment-selection test. The Six Advisor Archetypes is a framework of Dom Henderson / JumpStart Coaching Lab (trademark clearance pending). Zone of Genius and the Upper Limit are concepts from Gay Hendricks (The Big Leap). JumpStart Coaching Lab provides practice-development coaching and does not provide investment advice.