STEP UP TO THE LINE
….the most comprehensive retreat for high performers to examine all aspects of your professional life & produce meaningful targets for the year ahead. Explore the people, behaviors, activities & opportunities that matter most in your world through the 5 Competencies of Wealth™ : Family, Health, Cultural, Social & Financial.
UPCOMING RETREAT DATES
Wed January 3 – Fri January 5 , 2024
PGA National Golf & Resort, Palm Beach FL
WHY ATTEND?
You already perform at a high level, and you want MORE…
✔ Expose yourself to a tight professional cohort of legit executives, investors & entrepreneurs.
✔ Refine your process for goal setting & attainment with intense cross-pollination.
✔ Learn & apply the 5 Competencies of Wealth™ to your performance mindset.
✔ Install reliable accountability mechanisms derived from the PALIO planning structure.
✔ Experience 72 HOURS of focused development & enrichment like no other program.
✔ Engage with legit founders, owners, C-suiters & creators.
✔ Hear proven success strategies from accredited presenters & contributors.
✔ Identify your “tribe” and expand the boundaries of your reach & impact.
✔ Augment your span of control to ignite action from your team.
✔ Accumulate diverse perspectives from a credentialed cohort.
✔ Leave the retreat MORE connected, MORE motivated, MORE accountable.
EXPLORE
The 5 Competencies of Wealth™:
Family ⚑ Health ⚑ Cultural ⚑ Social ⚑ Financial
Assessment, Exploration & Integration will embolden your connectivity, refine your aspirations and deliver knowledge to fuel greater ambition & enhanced productivity.
OUTCOMES
…proven to elevate your performance!
IDENTIFY drivers for creating & growing your wealth
COMMIT to clear, discernible & meaningful goals
STIMULATE reciprocity across ALL relationships
ALIGN your team to your ambition & vision
AGENDA
WEDNESDAY
3 JANUARY 2024
- AM 1:1 Sessions w/ Joe
- Registration
- Opening Program
- Dinner
- Step Up Challenge
THURSDAY
4 JANUARY 2024
- 0600: Rise, Stretch, Meditate (RSM)
- 5CW™ & KTA
- HEALTH: body, mind
- FAMILY: presence
- CULTURE: lifestyle
- SOCIAL: abundance
- FOCUS: Warren Bottke, PGA Pro
- Cohort Breakouts
- Journaling
- Flextime
- Cocktails & Dinner
- Entertainment
FRIDAY
5 JANUARY 2024
- 0600: RSM
- FINANCIAL: true wealth
- Philanthropy
- Planning Activity
- Grab n Go Luncheon
- 18 holes, PGA National Champions Course
POST RETREAT
- Evaluations & Connections
- Virtual Debrief
- 30, 60 and 90-day Accountability
- Cohort Coaching
- Team PALIO Access+
$6,250 INVESTMENT DELIVERS:
- Pre-screened & approved cohort of high performing professionals
- Prework packet, branded materials & gear
- 30 minute Pre-call with Joe to set expectations / prepare to Step Up
- Step Up Journal & Workbook (hard & digital)
- Admission to Step Up to the Line Retreat (3 days, 2 nights)
- PROTECTION from sales pitches, networkers, operators & vendors (NO Solicitation!)
- All on-site program expenses (nutrition, hydration, accommodations, meals, rooms, activities, speakers, fees, entertainment, etc.)
- 18 holes @ PGA National Champions Course: greens fees & carts, caddies, swag, nutrition & hydration
- Access+: Team PALIO, facilitators, coaches, network & extended resources
- Discussion points to engage your team & rally support – at office & home
WARNING! DOES NOT INCLUDE:
- Airfare or transfers to/from retreat venue
- Incidentals or damages you cause
- BYO Intestinal Fortitude
- NO Late night drinking games – this is a serious retreat designed to stimulate life-altering results
- NO Lasers, drum kits, incense or other rah-rah elements
- NO Guarantees beyond what we know: INPUT = OUTPUT
- NO Hard selling or hi-pressured pitches
- NOT a marketing event or networking cult
CLICK below to APPLY.
OUR MISSION: appropriately screen applicants to optimize the impact & deliver a unique, world-class experience for all participants.