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Single Malt Reserve — Application

Complete this to apply for Single Malt Reserve. Matthew reads every application personally. If it’s a fit, you’ll receive a checkout link within 48 hours. Takes about 10 minutes.

Your Contact Information

Full name

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Email address

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Website (if you have one)

Section 1: Your Business Today

What’s your business called, and what do you do in one sentence?

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How long have you been running this business?

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Who is your ideal client? Be specific — not “small business owners” but “independent financial advisors with 5–15 years’ experience who want to grow beyond referrals.”

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What’s your approximate annual revenue?

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What’s your approximate annual revenue?

A

Under $50,000

B

$50,000 – $100,000

C

$100,000 – $250,000

D

$250,000 – $500,000

E

$500,000+

Where does most of your revenue come from right now? (e.g., 1:1 coaching, group programmes, speaking, retainers, products)

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How do most of your clients currently find you?

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What are you charging for your main offer? Do you think it’s right?

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Section 2: Where You Want To Be

What does your business look like in 12 months if this year goes well? Be specific — revenue, clients, lifestyle, offers.

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What’s the single most important goal for this year? (One. Not three.)

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What would achieving that goal make possible that isn’t possible now?

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What does a good working week look like for you? (Hours, structure, non-negotiables)

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Section 3: What’s In The Way

What’s the biggest obstacle between where you are now and where you want to be?

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What have you already tried to fix it?

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What do you keep avoiding or putting off? (Be honest.)

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Is there a decision you’ve been sitting on for too long? What is it?

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What’s your relationship with selling? (Love it, tolerate it, avoid it, something else?)

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Section 4: Your Patterns

When you’re at your most productive, what conditions are in place? (Time of day, environment, energy level, etc.)

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What typically derails you? (Shiny objects, perfectionism, overcommitting, energy crashes, family demands, etc.)

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Have you been in a mastermind, coaching programme, or accountability system before? What worked and what didn’t?

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On a scale of 1–10, how confident are you that you’ll actually do what you commit to this year? (1 = I’ll probably drift / 10 = Nothing will stop me)

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On a scale of 1–10, how confident are you that you’ll actually do what you commit to this year? (1 = I’ll probably drift / 10 = Nothing will stop me)

1

2

3

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5

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9

10

Section 5: The Numbers

What’s your monthly revenue target for this year?

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How many clients do you need to hit that target?

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What’s your current pipeline look like?

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What’s your current pipeline look like?

A

Full — more leads than I can handle

B

Healthy — consistent but could be better

C

Thin — a few prospects but nothing reliable

D

Non-existent — I need to build from scratch

What’s the one metric you should be tracking weekly but probably aren’t?

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Section 6: Working With Matthew

What do you want from our quarterly calls? (Strategic direction, accountability, a kick up the arse, a thinking partner, all of the above?)

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What’s the best way to challenge you?

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What’s the best way to challenge you?

A

Direct and blunt

B

Thoughtful questioning

C

A mix of both

Is there anything going on outside your business that I should know about? (Health, family, transitions — only share what’s relevant.)

What would make you say “this was worth every penny” at the end of the year?

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Investment Confirmation

Single Malt Reserve is $4,997 for one year, paid in full upon acceptance.

By submitting this application, I confirm:

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By submitting this application, I confirm:

I understand the investment is $4,997 and I am prepared to pay if accepted