wealth dynamics masters - the 8 keys to business success

Wealth Dynamics Masters

These slides are from the one week business building

event, Wealth Dynamics Masters, held annually in Bali at

www.xlvisionvillas.com

http://www.xlvisionvillas.com

“Inside my empty bottle I was

constructing a lighthouse while

all the others were making ships.”

The Wealth Lighthouse

Infrared - Victim

Red - Survivor

Orange - Worker

Yellow - Player

Green - Performer

Blue - Conductor

Personal

Flow

Market

Flow

Indigo - Trustee

Violet - Composer

Ultraviolet - Legend

Global

Flow

Yellow - Player

Green - PerformerMarket

Flow

3. Synchronise your steps

2. Refine your rhythm

1. Establish your enterprise

1. Identify your identity

2. Master your market

3. Monetize your moment

“Be still like a mountain,

and flow like a mighty river.”

Wealth

=

Value

x

Leverage

DYNAMOWood - What?

TEMPOEarth - When?

Sensory

Intuitive

Extr

ove

rt

Intr

ov

ert

BL

AZ

E

ST

EE

L

Fir

e -

Wh

o?

Meta

l -

How

?Mountain Heaven Lightning

Wind Earth Valley

Water Fire

DYNAMOWood - What?

TEMPOEarth - When?

Sensory

Intuitive

Extr

ove

rt

Intr

ov

ert

BL

AZ

E

ST

EE

L

Fire

-W

ho

?

Meta

l -

How

?

Enterprise

Promise

Customer

Promise

Network

Promise

Partner

Promise

Market

Promise

System

Promise

Investor

Promise

Social

Promise

Enterprise

Promise

The value you commit to your stakeholders, attracting the best mentors,

team members and supporters

The Seven

Billon Dollar

Questions

1. The Engineering QuestionCan you create breakthrough technology instead of

incremental improvements

2. The Timing QuestionIs now the right time to start your particular business

3. The Monopoly QuestionAre you starting with a big share of a small market?

4. The People Question

Do you have a way the right people in the right place?

5. The Durability QuestionWill your market position be defensible 10 and 20 years

into the future

6. The Distribution QuestionDo you have a way to not just create but deliver your

product

7. The Secret QuestionHave you identified a unique opportunity that others

don’t see

Customer

Promise

The value you commit to your customers, attracting your ideal customers

and keeping them coming back and referring you to others

WHY?

Water

Spirit

WHAT?

Wood

Dynamo

WHO?

Fire

Blaze

WHEN?

Earth

Tempo

HOW?

Metal

Steel

Reflection &

Renewal

Creation &

Planning

Meeting &

Connecting

Details &

Financials

Service &

Schedule

Conditions

of Success

Network

Promise

The value you commit to the public, attracting word of mouth, fans and

followers who want to share your value with others

Creating your

Network Promise

What are you doing for free?

“Connecting, inspiring and informing the

world’s trust movement community”

“Igniting your genius and shining a light

on your personal path to financial success”

TALENT DYNAMICS

ENTREPRENEURS INSTITUTE

What you’re creating

What you’re sharing

Increase content

Content-led

Measured by actions

Results in

engagement falling

over time

Content

Marketing

Engagement

MarketingWhat they’re creating

What they’re sharing

Increase connection

Customer-led

Measured by

interactions

Results in engagement

increasing over time

GOLD DUST1. Automatically scalable

2. Zero cost or profitable

3. Takes none of your time

GOLD DUST

1. Social Platforms

2. Gamified Apps

3. Competitions

4. Awards

5. Chain actions

6. Tribe memes

7. Tests & quizzes

8. Referral incentives

Top 8 Examples

TREASURE CHEST1. Unique to you

2. More you share, the more you make

3. More you share, the more it grows

Product Based$ per product

Location Based$ per sq m

Sensory

Intuitive

Extr

ove

rt

Intr

ov

ert

Mark

et

Based

Tra

nsacti

on

Based

$ p

er

cu

sto

mer

$ p

er

tran

sa

ctio

n

4 Types of Business

Contribution Based$ per impact

Product Based$ per product

Location Based$ per sq m

Mark

et

Based

Tra

ns

ac

tio

n B

as

ed

$ p

er

cu

sto

mer

$ p

er

tran

sa

ctio

n

Innovation

Lab

Performance

Platform

Community

Collective

Partner

Relationships

Market

Exchange

Infrastructure

Efficiency

Investment

Record

System

Effectiveness

9 Treasure Chests

Inspirational

Experience

Partner

Promise

The value you commit to your partners, attracting marketing partners,

product partners and distribution partners to support you

GOLDEN HALO1. Frictionless growth

2. Automated onboarding

3. Self enhancing

GOLDEN HINGE1. Co-created asset

2. Social or intellectual capital

3. Mutual positioning

Creating your

Partner Promise

How are your partners profiting

from your Treasure Chest?

“We provide you with a full license

system

to use our trust building tools, to grow

your business and join our community.”

“We give you the tools to personalize

your customer’s experience and segment your

customer data for more effective sales &

service.”

TALENT DYNAMICS

ENTREPRENEURS INSTITUTE

Four GeniusesDynamoInnovation

BlazeMagnify

SteelMultiply

TempoTiming

ARJUNA = PRECISION

Market

Promise

The value you commit to the market,

creating sustainable market value for your company

Market

Promise

“The best time to plant

a tree is 20 years ago.

The second best time is today.”

Sensory

Intuitive

Ex

tro

ve

rt

Intr

ov

ert

Proven

Concept

Brand

Attraction

Operating

Team

Market

Connections

Tradeable

Entity

Cashflow

Infrastructure

Bankable

Asset

Licensable

System

8 Stages of

Enterprise

Market Value

If you buy $1 of

Microsoft

Product, how

much goes to

charity?

Creating your

Market Promise

What is the market value

of your business?

in one year?

in three years?

in five years?

One

Sheet

Plan

Investor

Promise

The value you commit to your investors,

attracting the financing you need when you need it

Creating your

Investor Promise

What is the return on investment

you are offering?

What is your annualized R.O.I. %

over what period of time?

at what risk?

with what additional benefits?

Promotions

& Processes

CAPITAL PROFIT

CASH

PROMOTIONS

Foundation

CONNECTION - EARNING

Yellow Level

PRODUCT - CASH

Green Level

PARTNERSHIP - PROFIT

Blue Level

BUSINESS - CAPITAL

“Establish the triangle and the problem is two thirds solved.”~ Pythagoras

WHY?

Water

Spirit

WHAT?

Wood

Dynamo

WHO?

Fire

Blaze

WHEN?

Earth

Tempo

HOW?

Metal

Steel

Enterprise

Promise

Renew - Almost Never

Review - Annually

Team

Charter

Renew - Annually

Review - Quarterly

Personal

Compass

Flight

Deck

Renew - Weekly

Review - Daily

Renew - Quarterly

Review - Monthly

Renew - Monthly

Review - Weekly

Projects &

Processes

The Five

Frequencies

Rhythm of

Renew & Review

15%

5%

10%

30%

20%

20%

Marketing 1

Marketing 2

Sales

Delivery

Product

Translation

License

10%

10%

Direct marketing cost

Marketing override

Closing sale

Delivering the product

Creation of content

Localisation of content

EI brand license

Revenue Splits

Products and Programs

Foundation Enterprise Emerald

In a job, trying to get

started. Little disposable

income. Foundation Level.

In a start-up: $100k to

$500k. Needs a team.

Budget to learn. Yellow

Level.

Has established business:

$500k to $5m. Looking to

10x. Green / Blue level.

Team

Free

Entry

Low

Mid

High

Customer

Suraj, Shamin

Online team

Genius Partners

Penny, Simone

Resort team

Events Partners

Sandra, Shah

Mentor team

Investment Partners

Genius Test

Online Content Experiences Mentoring

Genius Guides

Genius Missions

MMP

MMP Missions

Entrepreneur TV

WD Test

FFYB

iLab

Enterprise Circle

Templates

WD Academy

WD Masters

Emerald Circle

Alchemy Circle

Partners

Want to work with EI to

earn and learn. Qualified

and aligned to our promise.

Donna, Leah

Partner team

Marketing Partners

Communities

Affiliates

Practitioners

Event Partners

Global Partners

Investors

The Customer ExperienceCustomer Process Flows & Promotion Flows 2015

Processes and Promotions

Processes are ongoing customer flows that occur daily,

triggered by open gateways and customer actions.

Promotions are limited time customer flows that begin and

end within the promotion period.

eg. Genius test takers, GeniusU members, WD sales, reseller sales,

iLab enquiries, partner enquiries, CC enquiries, service queries

eg. Genius missions, FFYB events, iLab competitions, CC sessions,

Alchemy circle, Entrepeneur TV, New online training

Promotion FlowAll promotions flow through the same 7 steps

Invitation

Registration

Confirmation

Preparation

Delivery

Feedback

Thank You

Your Company Customer

1

2

3

4

5

6

7

Promotion FlowAll promotions flow through the same 7 steps

Invitation

> Email

> Ad

> Pop up

> Event invite

> Message

> Notification

> Website

Registration

> Entry Form

> Order Form

> Email Reply

> Payment

Confirmation

> Email

> Web page

> Login

> Congratulations

> Gift page

> Video

> Upgrades

Preparation

> On boarding

> Trust building

> Email sequence

> Set of videos

> Assessments

> Prep forms

> Cash collection

> Upgrades

> Q&A Support

Delivery Feedback Thank You

> Product delivery

> Event delivery

> Set expectations

> Timetable

> Menu

> Before & After

> VIP experiences

> Upgrades

> Exceptions

> Questionnaire

> Surveys

> Check ins

> Notifications

> Referrals

> Shares

> Next steps

> Upgrades

> Surprise

> Added Value

> Incentives

> New Promotion

EI Customer EI Customer EI Customer EI

1 2 3 4 5 6 7

Invites / Visits

Registrations

Registration

Rate

Registrations

Customers

Conversion

Rate

Revenue Completion Delivery Rating Referrals

Customers Customers Customer Max Rating Customers

Customers &

Revenue

Engagement

Rate

Delivery

Rate

Satisfaction

RateConversion

Rate

Rev Per

Lead

Cost Per

Lead

Rev Per

Customer

Rev Per

Customer

Referrals Per

CustomerUpgrades Per

Customer

Upgrades Per

Customer

Process FlowAll processes also flow through 7 steps

But with far greater automation and less change than promotions

> Email

> Ad

> Pop up

> Event invite

> Message

> Notification

> Website

> Entry Form

> Order Form

> Email Reply

> Payment

> Email

> Web page

> Login

> Congratulations

> Gift page

> Video

> Upgrades

> On boarding

> Trust building

> Email sequence

> Set of videos

> Assessments

> Prep forms

> Cash collection

> Upgrades

> Q&A Support

> Product delivery

> Event delivery

> Set expectations

> Timetable

> Menu

> Before & After

> VIP experiences

> Upgrades

> Exceptions

> Questionnaire

> Surveys

> Check ins

> Notifications

> Referrals

> Shares

> Next steps

> Upgrades

> Surprise

> Added Value

> Incentives

> New Promotion

Invites / Visits

Registrations

Registration

Rate

Registrations

Customers

Conversion

Rate

Revenue Completion Delivery Rating Referrals

Customers Customers Customer Max Rating Customers

Customers &

Revenue

Engagement

Rate

Delivery

Rate

Satisfaction

RateConversion

Rate

Rev Per

Lead

Cost Per

Lead

Rev Per

Customer

Rev Per

Customer

Referrals Per

CustomerUpgrades Per

Customer

Upgrades Per

Customer

Invitation Registration Confirmation Preparation Delivery Feedback Thank You

EI Customer EI Customer EI Customer EI

1 2 3 4 5 6 7

Products and Programs

All existing products and programs to have process flows

with awesome, automated customer experiences

All new products and programs to have promotion flows

that lead to action and enchantment

“Our customers don’t experience what we experience.

They experience what they experience!”

System

Promise

The value you commit to elegance and efficiency,

attracting the best in the industry who want to work with the best

Creating your

System Promise

What is your promise…

to automate and outsource?

to efficiency and effectiveness?

to being world class?

My First

Business…

Understanding the 64 Wealth Vector Cards

The Eight

Hero’s Journeys

DYNAMOWood - What?

TEMPOEarth - When?

Sensory

Intuitive

Extr

ove

rt

Intr

ov

ert

BL

AZ

E

ST

EE

L

Fir

e -

Wh

o?

Meta

l -

How

?Mountain Heaven Lightning

Wind Earth Valley

Water Fire

Creator - The Daring Adventure Myth

Peter Pan

Creator - The Great Adventure Myth

1. Creation

2. Innocence

3. Partnership

4. Caution

5. Standstill

6. Collaboration

7. Conflict

8. Retreat

Peter loses his shadow in Wendy’s room

Wendy meets Peter and learns about Neverland

Peter and Wendy team up and fly to Neverland

Wendy and her brothers get attacked by Hook

The team recover in an underground house

The team plan with the Lost Boys to attack Hook

The battle with the Pirate, that ends in a bitter victory

Wendy returns home. Peter cannot, and the cycle

repeats

Peter Pan

Creator - The Great Adventure Myth

The hero is always questioning on a quest. Peter Pan

(Created by Scot JM Barrie in the 1800’s) never grows up, is

surrounded by magic, and lives in his world, pitches good

against evil. He takes outrageous risks, uses his creativity to

win, and at the height of his success, always puts his foot in

it.

Peter Pan

The Adventure Myth begins with a magical challenge, creates

an innocent opening, leads to a partnership and journey

which soon reaches danger. The hero tastes humility, takes

time to recover, collaborate and come back stronger. But in

success comes an emotional misstep and retreat.

Trader - The Great Mother Myth

Snow White

Trader - The Great Mother Myth

1. Yield

2. Spread

3. Safety

4. Humility

5. Harmony

6. Renewal

7. Settle

8. Approach

As the dwarfs toil, the Queen gives birth to Snow White

The Mirror tells the new Queen she isn’t fairest of them all

The huntsman lets Snow White escape from death

Snow White seeks a home with the seven dwarfs

Snow White’s addition leads to a productive, happy home

The Queen finally gets Snow White to bite the poison

apple

Snow White sleeps in a glass coffin

A prince arrives, and wakes Snow White with a kiss

Snow White

Trader - The Family Myth

The hero is always seeking belonging. Snow White (created

by the Brothers Grimm) is innocent and peace loving. Her

flight to safety leads to a need to prove her worth by being

industrious. She is at her best in the service of others but her

sense of fairness leads her to being off guard when she least

expects.

Snow White

The Family Myth begins with a family scene, that leads to a

threat to the hero, a flight to safety and a request for help from

a new family. A place of harmony is built and then broken

through a breach of trust leading to a twilight and vigil that is

resolved only through a new saviour.

Star - The Redemption Myth

The Lion King


1. Attention

2. Abundance

3. Relationship

4. Preparation

5. Endurance

6. Relief

7. Weakness

8. Power

Rafiki presents a newborn Simba to the pride

Mufasa teaches Simba about the Circle of Life

Simba and Nala’s play leads to the Elephant Graveyard

Simba is caught and swallowed in the stampede

Simba finds himself banished and wanders in exile

Poomba releases Simba from his prison

Simba holds his own against Scar

Simba takes over rule in the name of his father

The Lion King


The hero is always both victor and victim. Simba (Created by

Walt Disney in the 1990s, inspired by Hamlet) seeks to create

his own identity, is quick to take things personally, and when

he goes out on a limb finds himself exiled. His lesson comes

when he shines his light and power on others from humility.

The Lion King

The Redemption Myth begins with full attention on the hero,

an overview of his world, leading to a relationship where all is

risked, a test and then events that lead to exile. The hero

endures hardship that leads to realisation, a release from

bondage, return and redemption, leading to lasting power.

Accumulator - The Watchtower Myth

Rapunzel


1. Compliance

2. Reversal

3. Development

4. Accumulation

5. Support

6. Family

7. Confidence

8. Overview

The witch persuades Rapunzel’s father to pass her over

On her 12th birthday Rapunzel is tricked into the tower

Over time Rapunzel grows her hair the length of the tower

With the help of a prince she sews a silk rope to escape

Rapunzel continues to care for the witch as things unfold

Rapunzel accidentally gives the game away to the witch

Rapunzel waits for the prince, who the witch has blinded

With patience, the prince is finally united with Rapunzel

Rapunzel


The hero is always seeking a saviour. Rapunzel (Created by

the Brothers Grimm in the 1800s) is trapped in a tower. She

can see things without being able to act on what she sees.

Through steady accumulation, she gains freedom but is

thwarted through her sense of family. With patience, all is

accomplished.

Rapunzel

The Watchtower Myth begins with an error in judgement,

leading to a reversal in fortunes. The hero is trapped, but

strives to develop and accumulate resources, enlists the

support of another. But her sense of family results in a slip

and leads her to exercise patience in a metaphorical tower

until her love return.

Supporter - The Dreamland Myth

Alice in Wonderland


1. Illumination

2. Opposition

3. Charge

4. Consolidation

5. Disconnect

6. Wander

7. Prosperity

8. Precision

On a sunny day, Alice meets and follow the white rabbit

Alice loses her identity in a pool of tears

The dodo creates the Caucus Race to dry everyone off

She takes advice from the rabbit, caterpillar & cheshire

cat

Alice sits quietly at the Mad Hatter’s Tea Party

Alice wanders off and stumbles on the Queen’s Croquet

Alice finds a place advising the Queen of Hearts

In court: Who stole the tarts? Alice calls it as it is

Alice in Wonderland


The hero is always seeking adventure in the company of

others. Alice (Created by Lewis Carrol in the 1800s on a boat

trip) seeks adventure but in the adventure loses her own

identity. She is carefree and quick to take advice, with varied

results. It is only when she looks inside, she finds her true

self.

Alice in Wonderland

The Dreamland Myth begins in normality, on a sunny day. A

chance meeting leads to a fantasy land where the hero

questions her own identity. Competition and counsel further

confuses until the hero takes stock, seeks and finds a leader

to support, and then is able to display clarity to save the day.

Lord - The Masked Man Myth

Beauty & the Beast


1. Domination

2. Disability

3. Patience

4. Struggle

5. Reprieve

6. Limitation

7. Union

8. Sustainability

The rich prince and his family rule over the land

The evil fairy turns him into a beast, who must find

acceptance

The beast waits patiently in his castle for his beauty

A merchant transgresses on the castle and a deal is

struck

The Beast lets the merchant go and awaits the outcome

Belle takes the consequence of her father’s action

Belle and the Beast fall in love, but she returns to her family

Belle comes back and her tears turn him back to a prince

Beauty & the Beast


The hero is a saviour seeking the respect of others. The

Beast (Created by Villeneuve in the 1700’s) is ruled by rules.

He stands apart from society in solitude. He must wait for

others to see the value in him, and until then is constantly

tested and tests others. Finally, his mask can come off for the

lucky few.

Beauty & the Beast

The Masked Man Myth begins with him in the seat of wealth

and power. A moment of disfigurement and he dons his

mask. He waits, then struggles to reintegrate, leading to the

test of his powers, and these grow until his limits are tested

by others. His weakness leads to reunion, and a new status

quo.

Deal Maker - The Lovers Myth

The Little Mermaid


1. Assembly

2. Play

3. Overload

4. Adversity

5. Courtship

6. Breakthrough

7. Flow

8. Reform

The Little Mermaid celebrates her 15th Birthday

Playing in the sea, she surfaces in stormy waters

She watches a ship sink and rescues her prince

She makes a deal with the sea witch, trading her tongue

The Little Mermaid and Prince begin a courtship

The Prince is married to another princess and all is lost

The Little Mermaid surrenders herself to the sea

She is transformed into a spirit, having earned her soul

The Little Mermaid


The hero is always seeking love. The Little Mermaid (Created

by Hans Christian Andersen in the 1800s) seeks her white

knight, is willing to sacrifice but then is tested to see how far

she will go. Knowledge of her true spirit comes from knowing

where she draws the line. She finds her way as the youngest

sister.

The Little Mermaid

The Lovers Myth begins with an assembly, with the hero in

the centre of things. Carefree play is broken by events

beyond her control, and the need to make a deal to save her

love. The resulting courtship is short lived as it ends in

tragedy and a test of her values. She submits and the journey

ends in rebirth.

Mechanic - The Castaway Myth

Wall-E


1. Resolution

2. Collection

3. Fulfillment

4. Beauty

5. Sacrifice

6. Erosion

7. Extraction

8. Counsel

Wall-E comes to terms with an unchanging landscape

The first step is the collection of things to make a home

This leads to find ways to eat, sleep and be safe

Wall-E’s world is shaken by the entry of a new beauty

Wall-E must sacrifice his world to save Eve

Wall-E does not survive without the world he has created

Eve realises Wall-E’s struggle and pulls him out of the

dump

Wall-E seeks the Captain’s support, and the day is saved

Wall-E


The hero is in solitude and seeks order. Wall-E (Created by

Pixar in 2008 and modeled on R2D2, E.T. and Robinson

Crusoe) creates his own world to get by. After 700 years on

his own his world is rocked by the entry of others, and he has

to adjust quickly mentally and emotionally to save the human

race.

Wall-E

The Castaway Myth begins with the hero coming to terms

with their world, collecting what they need and reaching their

own fulfillment. The introduction of others leads to the

sacrifice of his world for others, leading to loss of his identity.

He is eventually saved by those who he saved, and goes on

to save the day.

WHY?

Water

Spirit

WHAT?

Wood

Dynamo

WHO?

Fire

Blaze

WHEN?

Earth

Tempo

HOW?

Metal

Steel

Reflection &

Renewal

Creation &

Planning

Meeting &

Connecting

Details &

Financials

Service &

Schedule

Social

Promise

The value you commit to society,

attracting the magic on offer when you live your greatest purpose

Creating your

Social Promise

How will you contribute…

to your community?

to your country?

to the planet?

Genius

YOU

Keep making magic

www.rogerjameshamilton.com/eventsSee you next year!

http://www.rogerjameshamilton.com/events