AUM Under Management
$0
toward $500M goal · 0%
Revenue Run Rate
$0
toward $15M/yr goal · 0%
Closes This Month
0
target: 34/month
Revenue This Month
$0
target: $500K/month
MS Book AUM Pipeline
$0
legacy relationships in play
WAN AUM Pipeline
$0
partner-referred AUM
★ Today's Top 3 Priorities
+ Quick Log
📜 Dana's Rules
I only do things that generate $10K+ per hour of output.
I prescribe one path. I don't offer options.
I don't explain strategy to prospects — I deliver the plan.
Every meeting should produce a close, a referral, or a relationship that produces both.
AUM is the exit. Planning fees are cash flow. Know the difference.
$500M AUM × 12× = the number. Everything I do moves toward that.
1 Weekly Time Architecture
Dana's Time Audit
% of scheduled hours on $10K+/hr activities
72%
highest-use time
Plan Delivery
Team/Training
WAN/Partner
MS Book
Admin
Protected (Do Not Schedule)
Click any block to edit. Pickup days show a hard 2:30pm cutoff.
2 Plan Delivery Pipeline
All prospects who've completed a Free Look — track delivery and upsell
| Client | Free Look | Delivery Date | Net Worth | AUM? | Stage | Upsell Type | Revenue | Notes |
|---|
3 WAN & Referral Partner Engine
Reference Model — $100M/yr Partner Economics
$360K
Year 1
$570K
Year 2
$780K
Year 3
$1.71M
3yr Total
Ongoing: $630K/yr · Exit (12×): $3.78M · Total economics: ~$5.49M
Tier 1 = AUM movers (highest priority for Dana's time)
| Partner | Firm | Type | Tier | AUM Referred | Revenue Gen. | Last Contact | Next Action | Calc |
|---|
★ Partner Economics Calculator
4 Morgan Stanley Book Re-Engagement
Mission
Re-engage the best relationships from the old MS book. These are warm, high-net-worth relationships — the fastest path to meaningful AUM. Prioritize by relationship quality × AUM potential. Goal: move toward $500M AUM in 3 years.
Sorted by priority score (relationship quality × AUM potential)
| Code Name | Est. AUM ($M) | Rel. Quality | Priority | Status | Last Contact | Next Action | Notes |
|---|
5 Team Coaching & Training
"Train the system, not the person. If Lacee fails, fix the script. If Don fails, fix the process. If the team fails, fix the machine."
— Hormozi
★ This Week's Training Priorities
5A Team Members
5B Coaching Log
| Date | Team Member | Session Type | Topic | Outcome | Next Session |
|---|
6 What Dana Should NOT Do
The Cost of Your Time
$500K ÷ ~160 hrs = $3,125/hr implied value
Every hour spent below your highest use is real money left on the table.