"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 top clients, please join us in for our next event in Tampa FL. You will grow professionally, personally and meet the best of the best in your profession.


Become a true Decision Support Resource for your clients.



Everything Begins with a Decision…When Wishing and Hoping isn’t Enough


Everything Begins with a Decision Cover

This guide to long-term thinking is the definitive resource for professionals struggling to understand clients stuck in a short-term thinking mode. It will have a profound impact on clients and professionals alike.

Using ‘Pictures You Touch’ technology, Everything Begins with a Decision is a great gift for clients, heirs of clients and your own family members who just  need a new way of seeing the value over time of options and choices.

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 because they:

•See what others do not

•Act before others do

•Create what only they can create

When you help clients build long-term 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 which 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
11/2017 - Tampa, Florida

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