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Wealth Dynamics Masters
These slides are from the one week business building
event, Wealth Dynamics Masters, held annually in Bali at
www.xlvisionvillas.com
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“Inside my empty bottle I was
constructing a lighthouse while
all the others were making ships.”
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The Wealth Lighthouse
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Infrared - Victim
Red - Survivor
Orange - Worker
Yellow - Player
Green - Performer
Blue - Conductor
Personal
Flow
Market
Flow
Indigo - Trustee
Violet - Composer
Ultraviolet - Legend
Global
Flow
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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
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“Be still like a mountain,
and flow like a mighty river.”
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Wealth
=
Value
x
Leverage
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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
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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
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Enterprise
Promise
The value you commit to your stakeholders, attracting the best mentors,
team members and supporters
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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
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Customer
Promise
The value you commit to your customers, attracting your ideal customers
and keeping them coming back and referring you to others
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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
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Conditions
of Success
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Network
Promise
The value you commit to the public, attracting word of mouth, fans and
followers who want to share your value with others
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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
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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
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GOLD DUST1. Automatically scalable
2. Zero cost or profitable
3. Takes none of your time
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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
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TREASURE CHEST1. Unique to you
2. More you share, the more you make
3. More you share, the more it grows
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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
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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
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Partner
Promise
The value you commit to your partners, attracting marketing partners,
product partners and distribution partners to support you
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GOLDEN HALO1. Frictionless growth
2. Automated onboarding
3. Self enhancing
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GOLDEN HINGE1. Co-created asset
2. Social or intellectual capital
3. Mutual positioning
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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
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Four GeniusesDynamoInnovation
BlazeMagnify
SteelMultiply
TempoTiming
ARJUNA = PRECISION
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Market
Promise
The value you commit to the market,
creating sustainable market value for your company
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Market
Promise
“The best time to plant
a tree is 20 years ago.
The second best time is today.”
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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
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Market Value
If you buy $1 of
Microsoft
Product, how
much goes to
charity?
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Creating your
Market Promise
What is the market value
of your business?
in one year?
in three years?
in five years?
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One
Sheet
Plan
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One
Sheet
Plan
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Investor
Promise
The value you commit to your investors,
attracting the financing you need when you need it
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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?
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Promotions
& Processes
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CAPITAL PROFIT
CASH
PROMOTIONS
Foundation
CONNECTION - EARNING
Yellow Level
PRODUCT - CASH
Green Level
PARTNERSHIP - PROFIT
Blue Level
BUSINESS - CAPITAL
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“Establish the triangle and the problem is two thirds solved.”~ Pythagoras
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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
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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
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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
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The Customer ExperienceCustomer Process Flows & Promotion Flows 2015
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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
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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
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Promotion FlowAll promotions flow through the same 7 steps
Invitation
> Ad
> Pop up
> Event invite
> Message
> Notification
> Website
Registration
> Entry Form
> Order Form
> Email Reply
> Payment
Confirmation
> 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
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Process FlowAll processes also flow through 7 steps
But with far greater automation and less change than promotions
> Ad
> Pop up
> Event invite
> Message
> Notification
> Website
> Entry Form
> Order Form
> Email Reply
> Payment
> 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
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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!”
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System
Promise
The value you commit to elegance and efficiency,
attracting the best in the industry who want to work with the best
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Creating your
System Promise
What is your promise…
to automate and outsource?
to efficiency and effectiveness?
to being world class?
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My First
Business…
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Understanding the 64 Wealth Vector Cards
The Eight
Hero’s Journeys
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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
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Creator - The Daring Adventure Myth
Peter Pan
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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
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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.
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Trader - The Great Mother Myth
Snow White
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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
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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.
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Star - The Redemption Myth
The Lion King
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Star - The Redemption Myth
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
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Star - The Redemption Myth
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.
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Accumulator - The Watchtower Myth
Rapunzel
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Accumulator - The Watchtower Myth
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
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Accumulator - The Watchtower Myth
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.
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Supporter - The Dreamland Myth
Alice in Wonderland
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Supporter - The Dreamland Myth
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
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Supporter - The Dreamland Myth
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.
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Lord - The Masked Man Myth
Beauty & the Beast
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Lord - The Masked Man Myth
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
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Lord - The Masked Man Myth
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.
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Deal Maker - The Lovers Myth
The Little Mermaid
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Deal Maker - The Lovers Myth
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
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Deal Maker - The Lovers Myth
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.
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Mechanic - The Castaway Myth
Wall-E
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Mechanic - The Castaway Myth
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
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Mechanic - The Castaway Myth
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.
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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
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Social
Promise
The value you commit to society,
attracting the magic on offer when you live your greatest purpose
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Creating your
Social Promise
How will you contribute…
to your community?
to your country?
to the planet?
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Genius
YOU
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Keep making magic