The Architect's Workshop

Attendee Replay

The 308-Hour
Year

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

Click any moment below to jump straight to it.

Jump to a moment

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]

The Flagship Offer

The Architect's Engagement

Identity-Anchored Consulting for Financial Professionals at Career Inflection Points

Apply for a Conversation

The numbers are healthy.
The architecture is not.

You've built something real. Revenue is strong. Clients trust you. But something isn't working the way it should.

Succession feels unresolved

Growth stalled despite effort

The team runs on your energy, not systems

You know what to do but can't see the sequence

The Promise

Removing Uncertainty.

Not the promise:

25% revenue growth

Higher enterprise value

More clients, more AUM

The actual promise:

Certainty of direction. Revenue growth and enterprise value are evidence the certainty worked.

The Framework

The Four E's

A framework for transformation, not a checklist for tasks.

1

Expose

Surface the real problem

→

2

Examine

Separate real constraints from head trash

→

3

Explain

Co-author the new narrative

→

4

Execute

Build it in 90 days

01

Expose

Surface what you can't see about your own practice.

How It Works

Diagnostic Questionnaire

A focused diagnostic that reveals blind spots before we ever meet.

Open-Ended Discovery

Not pitching. Pulling. What prompted the reach out? What keeps you up at night? What's causing pause?

Outcome

You articulate the problem in your own words and own it.

02

Examine

Psychological first. Tactical second.

Real Constraints

Regulatory requirements, client agreements, staffing capacity, market conditions. These are facts on the ground. We work with them.

Head Trash

Assumptions disguised as facts. Stories that feel true but don't survive scrutiny. The beliefs keeping you stuck that you've mistaken for reality.

03

Explain

Co-author the new narrative.

The psychological bridge between "I see the problem" and "I know what to do."

The Talk

The narrative you deliver to your team that galvanizes them around the new direction.

Client Evaluation

Which clients support your future architecture and which will resist.

Conversation Frameworks

Language for the hard conversations you've been avoiding.

Confidence Playbook

The story you tell yourself when the doubt creeps back in.

04

Execute

The 90-Day Sprint.

Execution in pencil, not pen. Iterate as you go.

Onsite Visit

I fly out. We whiteboard together with you and your team. Total buy-in, not remote instructions.

Prioritized Roadmap

~20 items ranked by ROI and properly sequenced. Not everything at once. The right things in the right order.

Customized Frameworks

Bucket Analysis, Diamond Team model, ICP Scorecard, service calendar, prospect meeting sequence. Whatever your practice needs.

I'm the fullback blocking and tackling so you can get to the end zone. Not calling plays from the sideline. In the trenches with you.

25 Years

Pattern Recognition

Over two decades in financial services. Multiple stations. The pattern recognition of someone who's lived it.

Genuine
Curiosity

Questions, Not Prescriptions

Questions that unveil what you've overlooked. Not prescriptions. Discoveries you make together.

Architecture,
Not Motivation

Enterprise-Grade Consulting

You're buying design and build. Not mindset coaching. Not indoctrination. Enterprise-grade consulting.

Scope

What's Included

Complete diagnostic assessment

Weekly strategy sessions

Onsite visit with your team

Customized frameworks and tools

Prioritized 20-item roadmap

Direct access between sessions

First 90 days include travel and onsite. Day 91: mutual decision to continue via retainer. Most engagements run about 6 months total.

Capped at 8 active engagements. The work requires depth, not volume.

What dispute will you settle?

The Architect's Engagement begins with a conversation.