Resources for Dreamers, Believers & High Achievers podcast listeners

Wealth & Life Discovery Chalkboard

The first step to making your goals possible is to write them down. At The Advisory Group, we use the goal discovery chalkboard to help our clients prioritize their goals that will drive their Wealth & Life plan. Download a copy to complete on your own or with your partner.

Prepare to 'go long.'

In his interview on the Dreamers, Believers & High Achievers podcast with David C. Lee, our CEO Greg Patterson talks about pacing yourself to avoid gas pedal risk: burning out from going too hard for too long. With keen insight from personal experience as he trained to qualify for the Kona Ironman competition, Greg shares this lesson — and 6 more — in his popular webinar “7 lessons from Ironman triathlons to make your big life goals easier.”

Get on the notification list for Greg's next webinar

Sign up to receive an invitation when Greg hosts his next live webinar. He’ll share actionable steps you can take and open up the session for you to ask your questions. Be the first to find out – sign up below.

Interested in triathlons?

Learn new techniques, share ideas and inspiration, connect with endurance athletes. Follow Greg:

Peak Busyness

You started many life endeavors 10-20 years ago and all are converging now – many quite successfully. Endeavors may include focus on family, career, business(es), personal health, friends, parents, community, finances, spirituality and everything else that matters to you. Learn how to handle this midlife chaos. (Read more…)

Wealth & Life Insights

You’re busy creating your own success. Whether you want to secure your personal wealth, improve the lives of your employees or elevate your impact in your community, we invite you to read the topics that matter most to you. (Read more…)

Keep the 7 lessons in your pocket

Download your copy of the 7 lessons along with Wealth & Life tips to help you stick with your plan and reach your wildest goals.

Design your Midlife Gap Year

Pace yourself! Take Lesson 3 to heart and learn how you can take a break from your career and still feel financially secure. This downloadable guide walks you through a 3-step process to prepare your post-pandemic plan. Get ready to go long with your Midlife Gap Year.