Building a Team the Way Elite Military Units do.

1. Building a Team the Way Elite Military Units do. Presented by: James Burns Esq. 18662 MacArthur Blvd. 2nd Floor Irvine, CA. 92612 (949) 440-3243 Copy Rights (2006) by Detached Wealth

2. Background James Burns: is a tax attorney with two law degrees and a third honorary. He served honorably in the United States Marine Corps’ Force Recon. James is CEO of White Diamond Properties, Inc. a real property investment acquisition firm. He is on the Advisory Board of Wave Uranium Holdings (WAVU.OB). A development stage company that engages in the acquisition, exploration, and development of uranium. He is also author of book “The 3 Secret Pillars of Wealth.”

3. Who Is James Burns ? The Journey Copy Rights (2006) by Detached Wealth

4. Marine Force Recon

5. Protection Agent

6. Objectives • Developing an effective team and understanding the responsibilities. • Better understand how effective teamwork fights stress. • Be able to implement teambuilding strategies to improve their team. • Using Fitness for higher personal development.

7. What is a team work? • Webster’s Dictionary describes it as: “Work done by several associates with each doing a part but all subordinating personal prominence to the efficiency of the whole.”

8. Almost Every Aspect of Life Requires Teamwork Copy Rights (2006) by Strategic Wealth Team

9. A Wealth Building Team Financial Planner Family Concerns You CPA Business Real Estate Agent Stock Broker Attorney Mortgage Broker Insurance Agent Copy Rights (2006) by Strategic Wealth Team

10. Ground Rules • Set SOPs (Standard Operating Procedures) • You succeed as a team or fail as a team. • To operate as a team takes time and concerted effort. • Improve the quality of your Team by screening your prospective teammates. • Accountability is paramount and necessary

11. Know Who You’ve Got • Take the time to find out what drives each member to succeed. • Learn to identify and utilize the talents of those on your team. • Document issues. • Empowerment is the most important principle. You hired these people to do a job…let them do it!

12. Team Building Stages 1) Formation Stage 2) Enrichment Stage 3) Sustainment Stage

13. Formation Stage Hurdles • Achieve belonging & acceptance. • Settle personal & family issues. • Learn about their leaders & peers. • Face/survive uncertainties of war/market competition. • Adjust to home/family separations.

14. Formation Stage Leader Actions • Calm, Stable Atmosphere. • Reception & Orientation. • Individual Attention. • Assist with Immediate Problems. • Buddy System/Mentorship. • Provide Vital Safety Tips.

15. Enrichment Stage Hurdles • Learning who’s in charge. • Learning to trust leaders & others. • Accepting the way things will be done (0peration procedures). • Resolve any initial or lingering conflicts.

16. Enrichment State Leadership Actions • Train as a Unit to Instill: • Trust • Growth • Clear Lines of Authority • Unit and Individual Goals/Priorities • Discipline • Can-do attitude

17. Sustainment Stage Hurdles • Continue to: • function as a team. • have trust and confidence in self/others. • share ideas and feelings. • look out for each other. • endure continuous operations/tasks to completion. • adjust, control, overcome.

18. Sustainment Stage Leader Actions • Every Task a Team one. • Keep members Productively Busy. • Know and Deal with Human Nature. • Incentive Program. • Team or unit-to-unit competitions (creates pride). • After Action Reviews.

19. Preventative Maintenance • Invest the time in preventative maintenance to avoid wasting time later. • Record lessons learned to prevent catastrophes. • Be interested in your Team members; ask them how they are doing.

20. What is Expected From You? • Have confidence in your decisions. • Know enough about your situation so you can make an informed decisions. • Be honest and forthright with team members on what you need from them.

21. Essential Self-inventory: • Am I willing to make a decision? • Do I have the courage to start? • Can I make the commitment to finish?

22. Team work wisdom • “It’s amazing what is accomplished when no one cares who gets the credit.” - John Wooden UCLA Basketball Coach

23. 6 Troop Leading Steps - BAMCIS • Begin Planning • Arrange for Reconnaissance (Pre-plan Research) • Make Reconnaissance (Research) • Complete Plan (SMEAC) • Issue Order (Delegate) • Supervise

24. Complete Plan - Five Paragraph Order • Situation (forces e.g. time, terrain, company) • Mission Ex: At 8:00 on September 200_, Raider Company will begin the stock purchase in order to attain leverage in merger buyout of IMC company. • Execution • Administration and Logistics • Commands and Signals E.g., using text messages during a phone conversation or board meeting.

25. Decision Making • The 70% Solution It’s better to decide quickly on an imperfect plan that to spend time considering every angle and roll out a perfect plan when it’s too late.

26. Decision Making Steps OODA Loop: • O bserve • O rient • D ecide • A ct • You must have a quicker OODA loop than your enemy in order to be successful. • The sooner you can act, the less time he has to prepare defenses, or attack.

28. Is this you? • According to psychologists about 20% of us are chronic procrastinators. • If that's you this is your WAKE UP call!

29. Team Mission Statement • What do you stand for? • Is your team something special that you function with pride or just getting by? • How does the team know when it’s time to reward itself – does the team track improvement or goal achievement ?

30. Get close to your team members

31. Maximum Personal Achievement • Do – be – have • Be – do – have

32. Team Failure A ball gets fumbled between the: • Management/Subordinates or Owners/employees • Creating customer/client dissatisfaction. Copy Rights (2006) by Strategic Wealth Team

33. Total Life Fitness™ for peak performance • Strengthen your 10 spokes • Spiritual • Primary relationship (e.g. spouse) • Family • Financial • Business • Contributions • Physical • Mental/emotional • Social • Recreational

34. Physical Fitness • Regular exercise helps one to feel in control. • Can a sense of control over the body translate into a sense of control over other aspects of life? • Moderate physical activity is a natural, physiological outlet for a body in the “fight or flight” state of arousal frequently associated with stress. It cleanses the body of adrenaline, can lower the blood pressure, and relaxes tight muscles.

35. Can You Afford Inactivity? The Ticking Time Bomb: • Long-term care threatens to bankrupt Medicaid and the states that pay for it. The best hope for a cure lies in cutting down on the need for institutional care. • With the population aging, states are struggling to balance the relentless need for nursing home care, increased demands for services and a way to fund it all. • Medicaid population in need of expensive long-term care services: younger disabled adults unable to live independently without assistance.

36. The consequences - • Medicaid program spent $16.4 billion in 2002 for home and community-based care; states paid about $8 billion of that bill. • On average, long-term care eats up 35 percent of state Medicaid budgets. Some states is over 50%. • One hundred years ago, only one in four Americans lived past 65. Today, three in four do. • Boomers make up 30% of the population in most states. • Escalating medical costs due to an epidemic of obesity and diabetes.

37. Team Building Workouts

38. Life Coaching • Learn how to keep all 10 spokes of your life wheel in harmony. • Where to get more information: Sognari International 18201 Von Karman Towers            Suite 200            Irvine, CA. 92612

39. Contact Information Now Available Law Office of James Burns 18862 MacArthur Blvd., 2nd Floor Irvine, CA. 92656 (949) 440-3243 jambur64@cox.net www.protectmywealth.com www.3pillarsofwealth.com