1. Preface interview

2. In-depth phone interview

3. Next Chapter Building Blocks

4. Video/Teleconference assessment

5. Create Formula for Success

6. Implementation

7. Epilogue

1. Initial phone interview with advisor
2. Review current state of mind
2. A.  Facilitate clarity for future plans
2. B.  Uncover what environment or culture would provide the best fit
3. Advisor to complete SWOT Analysis, Unique Process and Confidence Builder Exercise
4. Review the above analyses, suggest 2-3 business partners’ options and help confirm best fit
5. Review due diligence overview with advisor, rate opportunities 1-10 and compare our observation
6. Introduce advisor to lead partner with a formal resume, SWOT overview, bullet notes & bio
7.Work with advisor and partner to complete hiring process BACK