"Nothing moves forward without a decision."

Marcey Walsh Director of Institute for Pattern Literacy LLC

Upcoming Training Class in Tampa, FL

If our conference keynote or workshop changed how you reach and retain your top clients, please join us in 2014 in Tampa FL. You will grow professionally, personally and meet the best of the best in your profession. Click here for all the details.

Become a true Decision Support Resource for your clients.


Step-by-Step Through Your Twenties


The Twenties are the defining decade when almost half of life’s most important decisions are made.

This guidebook is the definitive resource for professionals who work with clients in their 20s or as a gift for clients who are concerned about family members in their twenties.

It approaches this defining decade using the Process Line method of decision making and will have a profound impact on clients and professionals alike.


We are all in the decision business!

Some decisions are immediate – buy or sell an asset.
Some decisions are farther out – schedule a retirement; buy a second home, choose a college for a child.

When someone you serve has a decision to make, you can do what most professionals do:

•Stick with left-brain tools of numbers, charts and graphs to provide extra information.

•Give your ‘expert’ opinion.

•Offer a standard three question worksheet to ferret out their ‘best’ decision.

(Result? You unintentionally leave your client with a decision made, but no decision skill learned.)

 That’s a mistake you will both pay for over and over.

The Strategically Brilliant succeed:

•See what others do not.

•Act before others do.

•Create what only they can create.

When you help clients build their decision making skills to become ‘Strategically Brilliant’ you win twice:

WIN ONCE: Your work with them is more effective.
WIN TWICE: They will thank you for the tools, they and their families will use for the rest of their lives.

They will prefer you and refer you!

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Upcoming Events

Two and Half Day Seminar
2015 - Tampa, Florida

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