Client Coaching Agenda
What This Covers
This kickoff video outlines the agenda and learning goals for the first client coaching session of the year. It sets the tone for a deep mindset reset, emphasizing the importance of community, clarity, and continuous learning when practicing the Infinite Banking Concept.
Why Clients Use It
Clients attend these sessions to:
Reset their thinking at the start of the year
Reconnect with core Infinite Banking principles
Learn how to host impactful family banking meetings
Collaborate with other clients and advisors
Explore new ideas and mindset breakthroughs
Key Insights by Timestamp
00:00 – The Big Picture
Overview of the day: mindset work, family banking meetings, values discussions, and a retirement case study.
Events like this are designed to spark ideas through shared learning.
00:28 – The Power of Revisiting Basics
Repetition is part of mastery, just like training camp in sports.
Returning to foundational concepts reignites clarity and purpose.
01:54 – What’s Coming Up
Jason will walk through how he runs family banking meetings with his own family.
A group discussion on values will follow, then a retirement case study wraps up the session.
02:44 – Rethink Your Thinking
Inspired by Nelson Nash’s “5th Golden Rule”. This session is about realigning your mindset.
Breakout rooms will enable peer-to-peer learning and idea exchange.
03:59 – Tone for the Year
Jason Lowe highlights how the first coaching session shapes the rest of the year.
Key quote: “Your eyes only see and your ears only hear what your brain is looking for.” (Dan Sullivan)
05:50 – Backward Bicycle Video
A group viewing and discussion to challenge perception and reinforce mindset flexibility.
Encourages clients to shift how they think rather than just what they do.
Core Takeaway
Starting the year with intentional mindset work lays a strong foundation for success in Infinite Banking. These sessions aren’t just informational, they are transformational.