How to find clients with the new Linkedin Search via AI search

Today is 11/27, and I want to talk about something new. Do you see on the top left corner of LinkedIn over here, there's a search box? The search box says, I am looking for. Now you can type in things like, they give you suggestions here. Try searching for Amazon partners with Rolex, OpenAI shopping tool, mortgage applications rise, Black Friday discounts, Thanksgiving travel. I did restaurant owner and typed in specific people's names, but I'm going to type in Thanksgiving travel here. And now what it's going to do is it's just going to search through LinkedIn for posts. You see things related to Thanksgiving travel, and it'll search for job results as well. It'll also tell you, do you want to search for Sales Navigator and show you an ad? Now if I want to search something else, I want to go here and search something else. I'm going to type in CEOs in NJ that like pizza. Okay, so I'm going to search that. If there's CEOs in NJ that like pizza, now it's showing me people, then it's showing me some posts, it's even showing me pictures of pizza. CEOs that like pizza. So it's almost like, it's almost like showing me things that they think, like the AI thinks, would be relevant to the specific search term that I used. I'm going to zoom out so you can actually see the search on top here. You see CEOs in New Jersey that like pizza. It's finding me people in New Jersey that they think like Now I'm going to ask it another question. I'm going to say CEOs in New Jersey. I'm going to say coaches, coaches in New Jersey that have more than 100K followers on LinkedIn. Okay, so let's just see what happens. Coaches in New Jersey that have more than 100,000 followers on LinkedIn. I'm going to control-click on this over here just to kind of see And I'm going to control-click on this just to kind of see if it actually picked up somebody that has 100K followers. This person here has 1,469 followers on LinkedIn, so clearly that search was not okay. That didn't work. This one here has 18,000 followers. And is he a coach? I'm not even sure he's a coach. He's a communications, business development expertise in marketing. What's his role here? He's a branding consultant. He's not even a coach. He's a consultant. Very interesting. So as you can see, the terminologies that you're searching for over here is not very accurate. It's somewhat accurate because it's finding people in Montclair, New Jersey. What I'm going to do is I'm going to say coaches in Brooklyn, New York. I'm going to say in Brooklyn, New York that are women. that are women over 50. Ooh, let's try that. Coaches in Brooklyn, New York that are women over 50. The first one is a male basketball coach in New York City, not even in Brooklyn. This woman over here, Rachel Oliver, she's clearly not 50. Coach operations, she's not even a coach. Um, Coaches in Brooklyn, New York that are women over 50. Clearly this is not working. Okay, so I just searched coaches in Brooklyn, New York that are women over 50 and it shows posts and it shows posts that are related to words. Like for example, these are women over 50 who took a challenge and risks. Okay, so women over 50. So it took the literal words women over 50. And let's see, coaches in Brooklyn. Let's See if this guy's in Brooklyn. This guy's in Miami. So this guy in Miami who posted about— so I'm going to say coaches in Brooklyn, New York who posted about ChatGPT. I'm going to search coaches in Brooklyn, New York who posted about ChatGPT. Okay, so let's see. Um, head of marketing, she's not a coach. Samia, a studio manager, not a coach. Um, let's see, unrelated to ChatGPT. Yeah, these things are unrelated to ChatGPT. Let's open up this guy's profile here and just see if he wrote anything about ChatGPT on his profile. ChatGPT. The word ChatGPT doesn't even appear anywhere on his profile. And is he posting on LinkedIn? I didn't post anything. Life was happening. Blah, blah, blah, blah, blah. Nothing here.

Okay.

So I don't really have much information here about using this appropriately. So what I'm going to do now is, first of all, let me see if anybody commented on my posts here. I doubt anyone's even live now on Thanksgiving. But if you're interested in more of this, let me know. This is how I'm kind of like reverse engineering this new feature that LinkedIn has. Now realize this, I'm gonna search over here for people with no photo on LinkedIn. I'm just gonna search people with no photo on LinkedIn, and it clearly shows me people with photos on LinkedIn. Is it showing me posts? Accepting a cold invite or a connection request is not a buying signal. That's it. That is the post. Okay, so he wrote that. 200 people liked it, 100 people commented. He's a VP of Wizza from New York, 4,000 followers. That post happened to have gone viral. Uh, he's a second-degree connection. What are you eating? What is she eating? What are you eating?

What are you eating?

I don't know what she's eating. Okay, she's not eating anything. Sounds like she's eating something, but she's not. Um, this guy looks like he has an interesting profile. Let's see what the comments look like. Okay, smooth. But what if you like my pitch? Haha, I sent it to you. You see a real buying signal. I really like this post that he posted. I really like it. That's my signal. It's a hot lead. Oops, you pissed off a bunch of GTM engineers. Good dude. Wait, I thought you meant 100% interested in a 1K a month SaaS product. Instagram nailed this. You can follow me, but if I follow you back, we're now connected. You can DM me, but my settings dictate that I need to be connected for that to happen. I'd rather have my contact with the people I actually had worked with. Director of product. I haven't read a better post in a long time. Wait, accepting my cold invite doesn't mean you're 90% through the funnel. Apparently this is news. You need coaching and lead awareness franchise solution, clearly. Just wait till you direct hit. Don't you dare open it. Okay, let's look at this guy's profile here in just a moment. I'm getting a little carried away from the topic. Wow, this guy has 85,000 followers. He has a LinkedIn ads agency. I'm going to click on posts over here and let's see what he has going on here. His posts don't really have a lot of activity, but let's just see. And there's the after-party. Let's see what's going on here. Okay, so he commented on this post here. I love seeing what people are commenting on, what they're up to. what they're doing. You can see every single thing he commented on. Isn't that interesting to be able to look through someone's comments on LinkedIn? Interesting, right? All right, let's go back to search. So let's Google it. Let's say, how do you search with the new Google— with the new LinkedIn search? Okay, how do you search with the new LinkedIn search? The new LinkedIn search, type natural language descriptions in the search bar. Leaders that have M&A experience in healthcare or marketing managers in New York City. LinkedIn will interpret your query and find the most relevant results that can be refined via filters for people and other categories. Okay, so I'm gonna say do deep research. I'm gonna go to Grok. I'm going to say, do deep research on how to use the new 2025 LinkedIn search. Then I'm going to click on deep search. I'm going to copy this. I'm going to say, how to use the new 2025 LinkedIn search. Make examples and best practices and break down the filters that are there and the ones we lost. No more title in organic.

Okay.

All right, so now I'm going to do the same thing with ChatGPT. We're going to paste this. We're going to choose extended thinking. I'm going to choose, let's see, extended thinking. I'm going to press go. It's not even giving me the option for deep research. Then I'm going to do Claude as well. We're going to do some search on Claude as well. Might as well. And over here, we're going to choose extended thinking, research. What is this here? Extended research, thinking and research. I'm going to press go. Okay, so let it do its extended thinking and research. We're going to do perplexity as well. Perplexity. And we're going to do the same thing here. Research.

Research.

Research any topic deeply. Set sources to search. Okay, I'm gonna hit go. Okay, it's gonna go ahead and gather sources. We're gonna do Gemini as well. We're gonna do thinking, thinking with pro, and then we're gonna do deep research as well. I'm gonna hit go. Gemini typically asks me about a bunch of questions as well back. So let's just see. Wow, look how many, look how many sources it's looking up right over here. Look at this deep research it's doing. And then I'm going to compile everything I find from all these different sources into one big thing. Okay, so let's, let's kind of read this here. Let's see if it's— wow, it's still writing this up. Key changes in LinkedIn search in 2025. Let's do Uh, what's that? Uh, GenSpark. GenSpark AI as well. Um, let's see. Let's see if we can have deep research done. I'm just gonna go here. Let's see what the super agent does from this. We'll also use Manus. I'm paying for it, might as well use it. I'm gonna log in. Uh, introducing the Manus browser operator. Introducing Manus can now perform tasks directly in your browser autonomously and securely alongside your active tabs. You don't need to log in again. Install now. Is that a Chrome extension? Ooh. All right, let's just see. Add extension. Hello, Mr. Manus. Hello, Manus. Let's just see how that works. Manus Brother Operator. New task. You can select the Browser here. Let's pin it.

All right.

Use my browser to visit www to browse more than three screens at a time to research. Let's see what it does. Is it using my actual browser? Authorize. Oh, look at that. It has a tab open there. It's actually using my own Reddit. That's cool. It actually opened up Reddit over here. Oh, look, it has its own little section of what it's using. It opened up its own little— that's cool. Oh, it's doing other stuff. So I gathered the phase-out rollout, but LinkedIn just rolled out a search function from My account yesterday. Oh, look at that! It's doing even more research. Dude, this is hands off.

I'm not doing anything.

Manus is doing this in a completely other section. It's off on its own. It's it's using its own brain. Oh my god! That's amazing. Okay, Manus Operator.

Let's see how this your browser already works.

You don't need to download a new browser just to experience AI capabilities. Meet Manus Browser Operator. This is a browser extension that turns any browser into an AI browser. It allows Manus Agent to work directly within your browser environment. Grant Manus access to your browser when needed, and sites that you're already logged into, Manus has access. Keeps your AI tools in the zone, so you stay focused on what matters. No more login delays, no more CAPTCHA headaches.

You keep control.

Manus adds the intelligence, experience, and AI browser without changing a thing. Manus extends your reach. Your browser extends Manus's reach. Your logins, your setup, your habits. Link to Manus and start browsing smarter.

All right, let's see what we got here. I'm going to start the search here. Now, the beauty is that you can take all this information and put all this into something called NotebookLM. Have you guys heard of that? Notebook LM. Let's go to Notebook LM. This is Google's product, Understand Anything, your AI-powered research partner. I'm going to click on Try Notebook LM. I'm going to create a new notebook, and over here you can add all your sources. So for example, you can do copy-pasted, pasted text. So I can go in here and paste text. You can put in PDFs, Markdown, MP3s, DOCX, AVI files. Like, you can put in so many different things over here. So we're going to go ahead and pull in information from other sources, and we're going to take some of the deep research that we collected like this. I'm going to copy all this. I'm going to go into NotebookLM. I'm going to paste the text in here. This is good. Now I can make a slide deck about this, an infographic about this. I'm going to go back. This is pasted text. Close the sources. I'm going to add more sources. So I'm going to go in here. So I have that. That's number 1. That's Grok. I don't need to keep searching Grok. I can close it. I can go to the bottom of this, a deep research we did with ChatGPT. I'm going to go ahead and copy this. And I want to put that into NotebookLM. Okay, so I went ahead and pasted additional text, which is the ChatGPT stuff. Then I found a whole tactical guide here from Claude. Created a whole tactical guide. I'm going to take this tactical guide and I'm going to add sources. I'm going to do copy text and paste it here. Then I'm going to close out this tactical guide. I don't even have to read all this. Of course, I, I do want to read all this later. I'm going to get to it later. And then I'm going to go here and look at Perplexity. Perplexity did all this research here. I don't know what's going on. On here. I'll get back to it. Okay, look at Google. Look at the research Google is doing. Genspark. Oh, look at that. Natural search premium. Okay, let's see what they removed. Third-degree connections removed. Sales Navigator, everything's still there. Job title removed.

Removed.

Oh, this is so good. I love this filter comparison that they have here. Let's see if I can copy all this. I'm going to press copy all this. I'm going to put this into NotebookLM now. Add sources, paste, paste the source. Okay, so I can close GenSpark out. I don't need this here. I'm going to say make this into a presentation. I'm going to press go, and now I'm going to go back to Manus. I'm going to close Manus.im here. Oh, look at this. This is a great report. Okay, good. I like this. You can get a whole report here. I'm going to take this report. I'm going to do add sources, copy text. This is a report from Manus. Okay, I'm going to close the Manus report. I don't need this open anymore. I am going to— oh, so now it's making slides. We'll look at those slides later. I'm going to see what Google did here. Google's still doing research.

Search.

I don't know what happened with perplexity. I'm just going to refresh. Okay, seven steps completed. I have comprehensive information. Let me attend you. Okay, so understanding the major shifts and filters. What means to you? New AI-powered people search.

Okay.

What filters you lost? Job filter. The biggest loss: you can no longer filter by senior marketing manager. First and last name, third-degree filter, industry filter, followed-of filter. Why this happened? LinkedIn's intention to guide users from static filter-based discovery towards AI-driven matching and understands the nuance and context. However, many power users argue there's significant downgrade in functionality, particularly for recruiting and precise professional searches. What remains available and how to access If you're not using AI-powered search, the traditional filter system still exists in a limited form. Here's what remains.

Wow.

How to access: enter a keyword in the search bar, click People, click All Filters, and apply the desired results. Since the title remover has been devastating change for recruiters and serious networkers, here's proven workarounds. URL modifications. Workaround. Oh, URL modification. It's the last result. These may surface people who mention the title in the about section rather than holding their position. Workaround company filtering. Boolean search. This tells LinkedIn to profile filters. Workaround Google search. Oh, I like that. Don't do this. Do this instead. Include relationship context. Who in my network knows somebody at Stripe? Um, add geographic context. Be clear about your goal. Layer filter strategically. Leverage Boolean. Search people by posted context and keywords. Use job change filter. Wow, look at this. This is insane. The old way, the new way, new approach. I mean, this is just unbelievable. Unbelievable. I'm going to copy all this. This is great. 37 sources. I mean, they all basically got very similar stuff, but like, wow. I'll paste all this in here. All right, so we got this. We are building a masterclass, masterclass, masterclass. All right. Oh, look what we got here. The 2025 LinkedIn search paradigm. Unreal. Unreal. Look at this.

Wow.

Boolean string library replaces company and title filter. Title and company. Not operator. Workaround strategy for Google X. X-ray method. When the LinkedIn interface becomes obsolete, the most effective strategy to bypass it entirely is the X-ray search, which involves using Google to search LinkedIn's public profile pages. Yeah. Why X-ray survives: Google indexes the standard web pages, the structured elements, profile headline is visible to Google crawlers, therefore Google advanced search operators can filter these. X-ray syntax: site:in title. Love that. Advanced X-ray templates. Ooh, I love that. Let me try that. Let me try that. Dun dun dun dun dun dun. Ah, software engineer. I love that. Sandler. I want to type in Sandler. Oh my God. Yes, Sandler training. Oh wow. This is good. This is good. Oh, you know what I just realized? 10K, 14K in title. Let's see. Let's just see if it finds people with 10K followers. 3K. That's interesting. This is crazy. Wow, it even tells you— I wonder what this little— tells you how many followers they have. That's so interesting that it tells you how many followers they have. Wow, site:linkedin. In.com/in, and it— what is this? What is this little thing here that tells you the amount of followers they have? That is pretty epic. Wow. In title, trainer. Not a robot. Oh my God, Joe Trainer.

Applebaum.

Um, AI. Oh, look at that. Look at that. Ooh, Chief GoDaddy Officer. I wonder, wow, how did, how did Gaurav's profile come up on the first page of Google? Did I leave him a LinkedIn recommendation? Am I on his profile? Let's see. Oh my God, yes! In July, I left him a LinkedIn recommendation. That's nice. That is cool.

Wow.

That is epic. Okay, looks like Lisa commented on my post. Lisa, great breakdown. The new ASR changes change the game. Joe's a rock star. Amazing. Okay, guys, I'm having so much fun doing this, by the way. All right, so now that I have, wow, look at this presentation I just made. This is an epic presentation. The new 2025 LinkedIn search. Oh, it's still making the presentation. Okay, we'll present it soon. All right, so we have this template B, the alumni. Okay, site:harvarduniversity intitle:analyst. Ooh, that's cool. The hidden contact. Oh my God, this is good. Limitless limitations of X-Ray data latency workaround strategy, behavioral content sourcing, uh, exploit secondary databases of alumni, the paywall Sales Navigator recruiter, uh, free account Sales Navigator core profile optimization, reverse engineering the algorithm, and And then conclusions.

Okay. Wow.

Look how many sources. Ridiculous. Okay. Let's share and export. Copy context. This is so good. This is so good. Oh my God. I'm gonna press copy. Let's go to NotebookLM and let us create a new source and let's click copy text and paste it in here. All right, so now we have all these crazy sources. What are you gonna do with all this? Let's click a video overview. Generate an explainer video presented to you by AI. Should we do that? Okay, let's do that. It's generating a video overview of this. I cannot wait to see this. This is crazy. It's making a video right now. It's making a video of this. This is insane. I'm gonna send this John Lim so he can see what I'm doing here. This is insane. Heavy, heavy, heavy, heavy, heavy, heavy, heavy. That's crazy. All right, let's see if it made the video yet. Oh, generating a video. This may take a while. Uh, audio overview. Let's Click on that as well. I wonder if we can— oh, look at that. It's generating an audio. Oh, it's doing it at the same time.

Wow.

Generate reports based on your sources.

Ooh, you can make reports.

Oh, let's make an infographic. Ooh, generating an infographic. Generate a mind map. Generate a slide deck. Oh, mind map generation failed. Why did it fail?

Close.

Okay.

Okay, so we got all this generating. We got the infographic, the mind map, the slide deck, the audio, the video. Let's do some flashcards. Let's make some flashcards. Google, what are we doing? What are we doing, Google? This is very exciting. And then what I'm going to do is I'm going to design a framework that allows you to be able to do this. So let's, let's reverse engineer. Um, okay, can you create a search operator? Let's go back to Gemini. Let's go back to Gemini. Can you tell me the organic search URLs that we can construct to search first name, last name. Let's just see what happens. Let's see if we can do it. Can you tell me the organic search URL so we can Struct first name, last name. We could take up— can we take up deep research? All right, let's just see. It's going to do a little deep research on that because it could only do deep research. Look at it, it's still putting together this insane— wow, it's insane.

Research.

Unbelievable. Unbelievable what we're producing here. I'm gonna share this as a post on LinkedIn. You know that, right? But I'm gonna see if the, the Google one is better. The Google Slides might be better. Ooh, look at the flashcards. What is the most significant filter removed from organic LinkedIn? The job title. Okay. LinkedIn's new 2025 search premium. Subscribers is described as AI-powered. The new AI search interface eligible for users. The search bar prompt has changed to search to I'm looking for. What is LinkedIn's likely business motivation for removing organic title? To push power users to upgrade to paid products like Sales Navigator and Recruiter. Which paid LinkedIn product retains a job title filter over 50 other advanced filters? The term Google X-ray search as a LinkedIn workaround, a technique used a Google site operator to search public LinkedIn profiles bypassing some of LinkedIn's internal search limitations. Okay, what is the correct Google X-ray syntax? LinkedIn's main research search bar Boolean must be used uppercase. Oh, what is the purpose of using quotation marks in LinkedIn Boolean? The new AI search is described as a shift from lexicon mode to semantic mode. Besides the title filter, which other related fields are removed? Third-degree filter. What is a major reported issue in new AI search accuracy? It often mixes current and former employees. Employee results. What is a manual workaround for finding employee-specific titles? Navigating the company's employee list and scrolling down. How should you optimize your LinkedIn headline to be found in AI semantic search? Use descriptive headline that includes your title, niche, and key skills, not just a generic title. What Spotlight filter remains available and useful in targeting decision makers? Change job in 90 days. Okay, one workaround title search for free account that involves dedicated title fields keywords. What is the key limitation? Google's index is outdated. The new AI search architecture often characterizes blank because the criteria. Okay, black box. What is the field? Command hack. I could search replicate the lost title filter. Title equal job title.

Ooh.

Title equal job title. Explain. What the fuck is title equal job title? Explain. Let's see. What does that even mean? Brianne, we're meeting in three minutes. Oh, I got a meeting in three minutes, ladies and gentlemen. By the way, is this valuable to you guys? Let me know in the chat if you guys are getting value here right now. Yeah, I'm doing a LinkedIn Live about it right now. Doing a LinkedIn Live about it right now. Yeah, that's it, baby. That's what I'm doing.

Unbelievable.

These changes are major. Um, let's just see if the video finished. Oh, your research will soon begin. Okay, let's go back here, refresh this page. Oh, look at that, Tina says love reverse engineering. Okay, let's see if anything else— oh, so it explained it. Here it explained it. Let's see, let's go to LinkedIn and do a search. Let's see what it does. Director of Sales. Okay, so it still works. Boolean still works here. So you could do it. You just have to type in title:director. You just can't use the filters, but you could still do it here. Keywords. Interesting. So what we need to do is we need to create a tool that replaces the LinkedIn filter, you know, like Brooklyn. Show results.

Geo.

URL. Let's see what it does. Let's see if this did anything here. Oh, look at this.

Welcome back to The Deep Dive. Today we are getting into something that, well, it really shook up the professional world.

I thought it was an earthquake.

We're talking about LinkedIn and specifically the massive changes they started rolling out in November of 2025 to their search function.

And this wasn't just a minor tweak to the user interface. This was a fundamental architectural shift.

And a controversial one. It instantly Frustrated, I think it's fair to say, millions of their most active users.

Absolutely.

It was a move away from that predictable filter-based search, you know, where you're in control, to something totally different.

An AI-driven, intent-based experience.

Which sounds good on paper, but the people who rely on precision recruiters, sales teams, they felt the pain immediately.

Right. So our mission today is to cut through all of that noise. We're gonna give you a definitive guide to what happened.

We'll cover what tools were lost, why LinkedIn really made this move, and yes, And most importantly, we're going to equip you with actionable workarounds.

We're talking Boolean, X-ray searching, the tactics you need to get your efficiency back.

And we have to start with the biggest shock to the system, the thing everyone noticed first.

The new job title filter.

Exactly. The complete removal of the specific job title filter from organic search. So if you were on a free account, or even a basic premium one, poof, it just vanished.

And that one tool was the linchpin for so many workflows, wasn't it? Prospecting, recruiting.

It crippled them. It completely crippled the ability to reliably find who is currently a decision maker at a specific company.

Okay, so let's break down the pain points. Say I used to go to a target company's page and I wanted to systematically find, I don't know, a director of finance. What exactly changed for me?

Well, the loss was very targeted. It feels like it was designed to create friction, especially for those high-value users.

So before November 2025, that title filter let you be precise.

Incredibly precise. You could find a VP of marketing who currently worked at that company. That filter was your guarantee of precision.

And now if I just type VP of marketing into the main search bar today.

Now those keywords are just sort of thrown into a much bigger, fuzzier algorithm.

Okay.

The search scans the entire profile. Current roles, sure, but also former roles, things they wrote in posts, skills, the about section.

So it introduces a ton of noise.

Immediate noise. You get a VP who left 5 years ago mixed in with someone who works there today. It makes building a clean, systematic list almost impossible.

The goal really shifted then. It's not about finding who is something, but who has been something or even just talks about something.

That's a perfect way to put it.

What else got stripped out of that filter panel?

Another huge one for anyone trying to expand their network was the dedicated filter for 3rd-degree connections.

Oh, that's a big deal.

For sourcers and networkers, your 3rd-degree connections are— well, they're the gold mine. That's the biggest pool of potential new contacts.

Right.

The people just outside your immediate circle.

And by taking away that filter, LinkedIn basically forced you to rely on these broad keyword searches to find them, which just kills your visibility.

And I heard they took away even more basic tools too.

They did. For a lot of users, the simple discrete filters for first name and last name disappeared from the panel.

That seems minor, but I can see how that would mess up workflows for cleaning up lists or verifying contacts.

It absolutely does. The whole philosophy changed from a system you control to one where you just sort of ask the AI and hope for the best.

Okay, so that's the bad news, but let's establish a baseline for the workarounds. What do we still have on a free account? What are our tools?

The remaining filters are our starting point. You still have connections, but only first and second degree. You still have the core stuff— location, current company, past company, industry, schools, and profile language.

And those spotlight filters are still there.

Yep. Things like changed jobs in past 90 days or recently posted. And these are absolutely essential because they're the only real levers we have left to guide and discipline this new AI.

Speaking of that AI, let's pivot to what LinkedIn actually added, this AI-powered people search. They rolled it out with this big promise of conversational discovery. What was the big idea there?

The idea, I think, was to shift from what we call lexical search.

Which is just exact keyword matching.

Exactly. Rigid, old school. They wanted to move to semantic or intent-based search. The theory is you shouldn't have to be a search expert.

You should just be able to ask a question.

One natural language question. Instead of combining fintech in Chicago and scaling—

You just type, show me someone who can help me scale a fintech startup in Chicago.

Precisely. Or engineers experienced in geothermal energy. The AI uses large language models, LLMs, to map those concepts to their knowledge graph and give you relevant results.

It sounds great. I mean, in a press release, it sounds fantastic.

It does.

But the user reports tell a very different story, especially for anyone needing precision. So I have to ask, if they have all this data, why are the results so messy?

Why is that a problem?

According to the progress, he's leaving and then joining you. So just wait, he's joining us.

That's the billion-dollar question, isn't it? And it gets to their priorities. The system is built for finding contacts, not necessarily for chronological accuracy.

It's a black box.

It's a total black box.

I'd argue it has Intentional failure modes?

Yeah, why?

I mean, if they fixed them, there'd be no reason to upsell you.

So what are those failures?

First, inconsistency. The results are all over the place. You can run the same query twice in 10 minutes and get a different list of people.

Okay, that's not good.

And second, to your point about chronology, its biggest failure is that inability to strictly filter for current roles. I get it. It weighs past experience so heavily in its relevance.

So it's great at guessing your vague intent, but terrible at delivering with functional precision a proposal. Professional actually means.

But Joe only struggles with nuance. Maybe you can't distinguish between an internal company title and a standard.

Yeah, and it's prone to—

some people are calling it hallucinations.

Give me an example of that.

So you search for an operator.

There's so many in the company. I want to review with Joe.

The AI might provide high-level consultants who advise companies on building things.

Semantically related.

What do you want to review today?

Functionally useless. If you're trying to hire someone.

Uh, maybe we'll start with the goal setting, Joe, because, um, you needed it before December 1st.

All right. So let me, did you finish it?

No, I'm almost done. Uh, I'll try to finish it, um, this weekend before December.

Okay. So let me, let me, did you make a separate tab for it?

Yes. It's called Goal Setting Masterclass.

All right. Let me open it up now and let me, so you did 15 videos so Yeah. Is it taking you much longer to do each video than a normal video?

Yes. Yes, Joe. So much harder. But obviously, I tried to make it more engaging as possible.

But each video is like 2 minutes long, right? No, like the morning routine video is 2 minutes.

Yeah, but the other ones were like 9 minutes, 9 minutes, 8 minutes. It depends on the topic.

Okay.

Are you charging me a flat rate for each one? Or you charge me the same price no matter the topic?

No, I— good question. I'm gonna charging you on what I think the—

Like, based on how long it took you and the effort? Okay.

Yeah.

All right. All right, good. All right. So which one should we start with?

We can say number 4.

I'll start 15.

Okay.

Some reason there's no sound in number 15. Oh, I have to turn it on.

Haven't outlined it?

We are back.

Now we're in module 7 called Schedule. And in this video, we're going to talk about building a powerful morning routine.

Even if you haven't outlined it, you already have a morning routine. You brush your teeth, get dressed. So why not optimize it to reach your goals? We have a limited amount of time each day, so we need to—

We're back. Now we're in Module 7 called Schedule, and in this video we're going to talk about building a powerful morning routine.

Even if you haven't outlined it, you already have a morning routine. You brush your teeth, get dressed. So why not optimize it to reach your goals? We have a limited amount of time each day, so we need to focus and prioritize.

How you start your day sets the tone. Many people hit snooze repeatedly, but pressing snooze on life isn't intentional living.

Waking up late often means skipping the gym or personal priorities. You have the time to achieve your goals. You just need to prioritize it.

To wake up early, you need to go to bed at a certain time. Your morning routine actually starts the night before.

Depending on when you want to wake up, plan to sleep 7 to 8 hours earlier. Turn off screens at least an hour before bed to improve sleep quality.

Sleep happens in 90-minute cycles, which cleanses your brain.

Your last thought before sleep influences your subconscious, so avoid negative thoughts or scary movies before bed. Focus on gratitude, your goals, and priorities. This puts your mind in a positive state overnight.

Being in a high vibration state like gratitude or joy helps attract what you want— money, relationships, health. Reviewing goals before sleep trains your brain to find ways to achieve them.

When you wake up, your morning routine sets up the day. Popular routines include journaling, exercising, showering, walking the dog, or other priorities.

Write down your current routine and your ideal routine. For example, I drink water first thing, weigh myself, and put on running gear immediately to build a habit. Making your bed is another simple way to start your day feeling accomplished.

Another key is when you check your phone. Avoid Instagram or emails first thing. Outline your morning routine, including when you reconnect with technology. We provide a framework to help you do this. You won't be perfect every day, but following your routine most days leads to better productivity, accomplishment, and progress toward your goals.

Following your routine builds self-confidence in your ability to plan and execute.

Download the framework and get ready for the next video, where we'll talk about time management and staying focused throughout your day.

Okay, so morning routine is done. That's good.

Good.

Um, let's do the next one. That's approved.

Planning magnify. Here we focus on your priorities.

Priorities aren't your annual goals; they're what matters in the next 90 days. It's not about having time; it's about what you prioritize with the same 24 hours everyone has. Start by deciding if your goal is a product goal or a process goal. Product goals are outcomes like making one million dollars or improving a relationship. You can't control the outcome directly. Process goals are daily actions like running three miles or eating one thousand five hundred calories. Follow the process consistently, and you'll reach your outcomes.

Outcome goals feel good, but process goals are where the work happens. Running daily or making 20 calls each day is work, but that's what achieves results.

Habits matter. We are the sum of our habits. Routines automate action. So set habits that support your process goals. Reward yourself for progress. It reinforces behavior and keeps you moving toward your goals. There are 3 types of goals: stretch, sprint, and step. Stretch goals cover 90 days. Sprint goals cover a month. Step goals cover a week. Break goals into actionable steps. Define exactly what needs to be done, by whom, and by when. This stops procrastination.

Think of your day as a jar of 24 hours. Big rocks, your priorities, must go in first. Sand, distractions, and busywork fills in around them. That's how you make room for what matters most.

Use the Measurable Accountability Plan, or MAP, for a 90-day plan. Write your top 3 annual priorities. Break each into key strategies and actionable steps with timing and responsibilities. Example: hitting a profit target— weekly team meetings, track profitability, implement a marketing strategy. Action steps: schedule meetings, hold a planning retreat, hire key team members, complete outreach, and conduct interviews, all with deadlines. MAP gives clarity on what to do, when, and with whom. It makes achieving priorities much more likely.

Download the MAP and get ready for the next step, all about schedule.

I'm excited about this one.

See you there.

Okay, so you download the MAP and then you fill it out.

Specifically, the second step, perspective. Right now we're talking about the annual plan.

We just completed the vivid vision exercise. Hopefully you have a clear picture of what you want to create in your life three years from now. The goal is to back that down so that by the end of this year you're at least one third of the way there, about 34% closer to your vision.

Exactly. If you achieve nothing this year, you. You'll have 2 years left to hit your 3-year vision, meaning you'll have to do half of it next year. That's too much. So let's break it into smaller, manageable chunks, a third each year.

Now, what does it mean to actually set a goal? Many people were never taught how to set a goal properly. Let's clarify what a goal is and how to make it actionable. We'll start by making a list of goals for the end of the year.

We've all heard of SMART goals. What are SMART goals?

Specific, measurable, attainable, relevant, and time-bound. I like to tweak it a bit— strategic and motivating. The goal should inspire you, be realistic, actionable, and data-driven. It should fit today, not what was relevant years ago.

Right, goals should inspire you.

Like David Allen says. And realistic. And importantly, measurable. For example, instead of, I hope I lose weight, say you will run 3 miles a day. That's measurable and actionable.

The point is to be specific. Don't say, I want more money. Be clear and precise.

There are 3 ways: by number, currency, or percentage. For example, I want 10% more revenue.

Stretch goals are also important. Don't make it too easy, but don't make it impossible either.

Yes, it should be challenging but realistic. Frequency or time-based goals are another option. I'll hold a Monday huddle every week for 52 weeks.

Those are actionable and measurable too.

And the goal should excite you. Remember passion from earlier? Goals aligned with your why create desire and motivation. Finally, make sure they're relevant to your roles. Goals outside your roles often never get done.

And stay aligned with your values. Words matter when setting goals. Goals. Avoid weak, non-actionable words.

Words like should, would, might, or try don't get results. Either you do it or you don't.

Right? Try isn't doing. You have to commit.

Use the 6 W's to get specific: who, what, where, when, how, why. These help make your goals precise and actionable.

And use strong words: absolutely, definitely, of course, certainly, obviously, no doubt.

Measurement matters. For example, I went from 265 pounds to 170 pounds. That's a measurable, trackable goal. What gets measured gets managed. You can't improve without measuring.

Know your starting point and track progress. Don't say vague goals like I want more revenue. Be specific: I want $1 million more revenue this year.

Set realistic deadlines too. Don't put December 31st as the target. Give yourself a buffer like Q1, Q2, or Labor Day.

Exactly. You can't lose 30 pounds in 12 hours on December 31st.

Hang on a second. Did it say Labor Day really, really slowly? Let me try that.

Let me do it one.

Let me do go to one.

Get give yourself a buffer like Q1, Q2, or Labor Day.

Why did it say Labor Day? Jen, why did it say Labor Day?

I wasn't paying attention.

Freean, Freean.

Yeah.

Why does it say Labor Day?

Yeah, the pronunciation.

Listen.

Buffer like Q1, Q2, or Labor Day.

I cannot hear anything, but I can change that if you want. I'll just revise it if it's too slow for you. I think it's not.

It's I don't know. You tell me.

What is this? A buffer like Q1, Q2, or Labor Day. What?

Does it sound right to you?

Uh, exactly. You can't lose 30 pounds in 12 hours.

Uh, no, he's on high-energy Zoom. He is with—

on December 31st.

Set goals that are challenging but not delusional. A little discomfort is good. Too much and you won't be motivated. Compete with yourself, play the game, and aim to win.

Understanding your strengths helps. For example, I'm competitive but fair. Knowing this helps me stay aligned with my values. Focus on your annual plan. Download your framework, fill it out, and we'll see you in the next video where we'll magnify your priorities because that's what really matters.

See you in the next video.

Okay, great. Let's watch this one.

Stage of the goal setting course planning, specifically the second step perspective. This is a time to step back and review everything: your values, strengths, your why, the vision you outlined for your life, your ideal day, your ideal year, and your bucket list. Look at your bucket list, your won't do list, and your dreams. We're taking all of this into perspective to decide what to focus on next.

Here's a big question: What needs to happen for you to be happy? What actions or changes will move you up the scale of consciousness, from guilt, shame, and fear at the bottom to joy, gratitude, and freedom at the top?

You can either be right or be happy.

I choose happy.

I am always right, but I can still be happy when I'm right.

And I'm happy when she's right too.

Happiness is a choice.

It is, but only if you're aware and your basic needs are met. Without sleep or proper nourishment, you can't make empowered choices.

Even if you're sad, like if you lost a pet, you can still choose to live a happy life overall. Feeling sad is normal, but knowing it will pass allows you to return to happiness.

If you can step back and gain perspective, you can plan your life more effectively. Intentionally. Happiness isn't a fixed state. It's something you create by focusing on gratitude and joy. You can be angry and grateful at the same time. Focus on what brings you joy and spend time with people who vibe at that level. Your life will change completely.

In this video, write down the one role you will focus on for the rest of the course. A few videos ago, we identified the most important roles.

Yes.

I have a question. You have a block on your calendar.

Can I finish watching this or is this urgent? The question.

Wait one second.

I'm meeting with Mark at 10 o'clock.

Right. No, I'm asking about the 2 PM to 8 PM because there are demos that's scheduled at 2 PM. So I just want to know if you're—

I could attend that. I could attend those. Yes. I'll be traveling. I might be traveling, but I could attend them.

There's a call at 4 PM. Are you attending this call with Bedad Jamshidi?

I don't even know what that is. What is that? Look into it. Look into it and see if it's important or not. Oh, it says intro from Daniel Schloz or something.

Yeah.

I might be able to speak to him for 15 minutes. Looking forward to chatting with you. If you have any questions, feel free to chat. I don't even know who he is or what his story is. Look into him and see if you think it's worth doing or just reschedule it.

All right, sure. Thank you.

He might be a potential client. Just look into where he's from, run him through the red flag thing, the green flag, red flag thing, and see if he's a potential client or not.

In your life, you can't focus on everything at once.

Think of it like a 4-burner concept. See if he can—

also see if he can move up. I have some slots that he can move up. See if he can move up to like 1 o'clock or see if he can move up to earlier time. You know what I mean?

Yeah. Okay.

Reach out to him. Say, hey, Joe might be— it's Thanksgiving in New York and Joe might not be available at the time. Do you want to meet a little earlier? Also, if I'm not meeting with Michael at 4:30, delete that meeting. It doesn't need to be there.

Okay. Yeah, sure.

And find out if we're doing the weekly Hype or not with Kelly. And if we're not doing it, remove it from the calendar. Like, ask her.

Yeah. Okay. I'll take care of that. Thank you.

Thank you.

Family, business, relationships, health, or spirituality. Pick one burner to focus on this year. For example, a few years ago, my main focus was health. I was 265 pounds and needed to lose weight. I still ran my business and fulfilled other roles, but health was my top priority.

Also, there's a guy named David Malamed that reached out to me on LinkedIn, and he asked me if I'm working today. Ask him if he wants to meet. He wanted to meet about something. I don't know what he wanted to meet about, but he want— oh, he wants help with his LinkedIn.

Do you want to meet with him today?

I could meet with him today. Yeah, I'll put his info there. Let me see what he wrote. He wrote— he wrote— I don't know what he wrote over here.

Did he send you a calendar?

Uh, he wrote this. Oh, this is 2011. What the heck? Where did he say he sent me a message and now it's only showing 2011.

Maybe WhatsApp.

Um, hang on a second. Let me go back. Let me know. He sent me a here here. He sent me a message over here. Oh, because he sent this through Sales Navigator. He said he wants to grow his LinkedIn seriously on on Tuesday. Yeah, this is what he sent me on Tuesday. Okay.

Yeah. I'll email him and see if he wants to chat now.

Find out if he wants to chat this morning.

Did you send me his email? I did.

I put it in notifications.

Okay. Got it. Thanks. Thank you.

I'm going to say, make me a bunch of URLs. And I will test. All right, let's see. What, what were we doing?

I forgot.

Here we go.

When you focus on one priority, you can give it the time and attention it needs while still maintaining your other roles.

Look at your bucket list, values, and what brings you joy. Review the past year and identify what needs focus. This step gives you perspective on how to set meaningful goals moving forward.

We're not saying you can't focus on other roles later. For this course, pick one role so you can clearly achieve the goals for that role. You can revisit other roles later.

This is a checkpoint. You've done the foundational work. Values, strengths, commitments, and now it's time to pick one role. For me, it's business. What's yours? Take a moment to write it down.

Some roles might be holding you back from achieving your dreams. Consider dropping or phasing them out. For example, leading multiple networking groups took too much of my time.

And by the way, Frean, did you enjoy this making this video?

Yeah, because it's different.

Is it teaching you a lot of stuff too while you're doing it?

Yeah.

Okay.

Yeah, for sure.

Didn't support my other goals.

Leaving those groups disappointed some people, but my priority is not to please others. I want to live a life that's empowered, free, and aligned with my commitments. I'm focusing on business as my primary role. Take a moment to write down yours, then let's move to the next video.

We'll see you there.

If you guys are watching this on LinkedIn Live right now and you're getting value from this and you want to take the goal setting masterclass and watch all the videos, it's currently available. So just let me know, hit me up privately and let me know that you want to watch this because we're on LinkedIn Live now and YouTube Live and all that. Let's watch this one here. Okay, so that— well, that's 12, 13, 14, 15 are approved.

We are in the second stage of the goal-setting course, perspective. Specifically, the second step, planning.

You've already picked one primary role to focus on. If you want to do this for another role later, you can come back to this step.

Except for that Labor Day thing that I told you about, just fix that.

Now we're going to identify a vivid vision for 3 years from now. We have a framework to fill out that also asks you to outline your vision for 5 years, for 10 years, and even 40 years.

Think about what it looks like to live into that vision. Start with 3 years from now. That's a practical horizon to make your goals actionable. Check out the handout we're providing, which includes a chapter from Cameron Herold's Double Double. It explains how to double your business repeatedly and emphasizes creating a 3-year vision. Some people do 10-year or 40-year visions, but the main idea is: What do you see? What do you hear? If it's business-related, what are your clients saying? If it's family-focused, what are your friends or family saying about you?

What's the buzz in your community?

Or what are employees or children saying about you? What's your communication style? How do you show up?

Do you sit up straight?

How are you living day to day? Paint a detailed picture. The more detail, the better.

Check that your vision aligns with your core values and your why. Are you leveraging your strengths? Do you need to build new ones to make this vision a reality?

What are your daily actions? Every single day matters. A few years ago, I wrote a vision where I wanted to retire by 40. I mapped out every step I needed to take to make it happen.

Without a vision, you won't go anywhere intentionally. You have to know where you want to go before you can plan the steps to get there.

Some people call this a big, hairy, audacious goal, or BHAG. A single sentence can capture your 3-year vision. Just get started. Writing it down allows you to share with the people who matter so they can support you.

Exactly. Go work on your vision framework.

I love this. This is such a good video. Well done, friend.

Thank you, Joe.

Let me see if you could search for— Make me a search for people named Joe that, uh, that are my first-degree connections. Let's see if it does it. Let's see if it finished the video. Oh my God, it didn't finish. It told me the video failed. If I could redo it. Let's see what the infographic looked like. This is the playbook interactive. What's this interactive thing?

Welcome back to the deep dive. Today we are getting into something that, well, it really shook up the professional world.

Oh, it was an earthquake.

I don't know what that is. Oh, interactive. What does interactive mean? Hang on a second. It said, oh, bypassing LinkedIn's thing. And then it said LinkedIn's filter removal. What's this guide? Oh, there's a guide. Ooh, look at this. How cool is this?

This is cool.

The 2025 LinkedIn search shakeup, your survival guide. Ooh, I love this. This is good, good content. I'm gonna, I'm gonna share this. Wow, this is good. Where should I share this? On LinkedIn?

Okay.

Let's see if it's able to just do that. First degree United States people named Joe. Oh, just has a keyword Joe. Okay, break down the URLs. Like try to make me a search URL with the old title search and see if it actually works when you just put it into the URL or it doesn't work. I'm getting carried away here. Did you want me to do something else? Okay, we finished planning, right? That's approved.

Welcome back. We're now in the 4th module called Dreams, and we're going to talk about planning. What big problems do you want to solve in the world? I want to end world hunger, for example.

People stop dreaming. The truth is, most adults eventually stop dreaming completely. They're just living their life, going through the motions.

Well, yeah. When you get bogged down in the day-to-day of life and you have kids and you're stuck in a job you don't love, it becomes harder and harder to dream.

Remember when you used to be a dreamer years and years ago when you had big visions?

Wait a second. What happened over there?

Remember when you used to be a dreamer?

What was that slap?

Down in the day-to-day of life and you have kids and you're stuck in a job you don't love, it becomes harder and harder to dream.

Remember when you—

what was that, Freeyan?

Joe, can I repeat again?

What was that slap? Listen.

And harder to dream.

Remember when—

what happened there?

It becomes harder and harder to dream.

Remember when you—

did you do that on purpose?

Yeah, I did that, Joe.

That was so weird. I don't know, it's just so weird.

And harder to dream.

Remember, it seems like it's a mistake. Do you agree, or do you think it makes sense?

Harder and harder to dream.

Let me review because I can't—

Remember when you—

I can't hear the voice, Joe.

You can't hear—

oh, you—

hang on, you can't hear the voice?

Yeah, I can't hear the audio.

Why didn't you tell me that, dude?

And you're stuck in a job you don't love, it becomes harder and harder to dream.

Remember when you used to be a dreamer?

What's up with that?

Yeah, I did that, Joe.

Dream.

It's like, it's not really a reality.

I don't know. I like the idea of like snap, like whatever, but, um, it's dramatic and cool, but I think you need to like get into like the dream, like show the person closing his eyes and then You know what I mean? Versus it just turning dark.

To dream.

Okay.

Like he closes his eyes and then it goes dark. He doesn't have eyes. I don't know. You know what I mean?

It becomes harder and harder to dream.

Remember when you used to be a dreamer?

Years. It's not bad. It's not bad. It's not bad. It's a good idea. I think there's something missing there. You agree or disagree?

It becomes harder and harder to dream.

I think I have another animation.

Remember when you— You used to be a dreamer years and years ago.

I think that would happen.

You had big visions. Can you still dare to dream big?

I wanted to be the first female president. I remember being 9 years old and deciding I'm going to be the first female president. I've been obsessed with politics ever since. And when Hillary lost, I thought, it's still available for me. I can still do it.

And I had a dream that I could buy anything I wanted. My mother actually made me a check. She heard me say I wanted to be a billionaire, so she wrote me a billion-dollar check. The bank was Manufacturer Hanover. Dating myself here. I still have that check physically signed by her. So everyone had dreams back in the day, right? But often with life and all its difficulties, we forget the dream. But now that you've done the foundations part, you know your why, your values, all that stuff. Now I want you to dare to dream again. I want you to dare to dream big.

All your dreams are achievable if you have the courage to pursue them. For example, one smaller dream I had was to have a Samoyed, which in New York City, where I live in Manhattan, is—

See, don't say Samoyed.

I had was to have a Samoyed, which—

Samoyed.

Smaller dream I had was to have a Samoyed, which in New—

You don't say Samoyed. Do you want to see what a Samoyed looks like?

That is—

Elsa, this doesn't look like a Samoyed.

New York City, where I live in Manhattan, is pretty crazy. It's basically—

you want to see what a Samoyed looks like?

Okay, show me.

You can go to Sora too. I actually have a—

meant to stay.

Let me see. You got a picture, a video of me and Basil walking around. It is, it is a It is a character we created. Here it is.

My dad is obnoxious.

Listen, my dad is obnoxiously good at LinkedIn. He knows every button, every filter, every way to make a profile pop. He rewrites resumes like it's a hobby, and his posts actually get engagement. Real engagement. Listen, my dad is obnoxious. A I V A I A V A I.

How do I get clients on LinkedIn?

I post, I comment, and still nothing sticks.

Maybe it's time to focus—

That's a Samoyed. Get it? All right, I'm gonna say Basil. Basil the Samoyed giving a class to other Samoyeds on how to use LinkedIn. Okay.

All right.

I'm gonna make a—

Best LinkedIn trainer on the planet. I trust him. I suggest you use Evie AI, his sales assistant for social media. Apfelbaum is the best LinkedIn trainer on the planet.

I suggest you use Evie AI, his sales assistant for social media.

Lynn begins with stillness. Each breath is a chance to— I'm on the south side, 30 feet from the target window.

Visibility is clear and I'm stable on the Ledge, continuing descent.

Copy that, Ajax.

Keep it silent.

Okay, anyway, so fix that.

Basically like living with a farm animal, but she makes my life so happy. And that dream came true. I live that dream every day. Dreams can be big or small, but we want you thinking about your really big dreams. So think about the big ones.

What do you want to be? What do you want to do? What do you want to have? Most people think, eventually I'll be happy when I get the dream car and drive around, but it's not true. It's the other way around. First you have to get into the state of happiness, joy, freedom, gratitude, then you get there. But even before that, you've got to write things down.

Right?

Whoa, another slap.

Before that, you gotta write things down.

So weird.

Freedom.

Even before that, you gotta write things down.

What if you don't like it? We can, we can remove that.

I don't know, it's just weird. It's not that I don't like it, I just—

right? So we have a few frameworks for you. We have a bucket list for you to fill out. We've all heard of a bucket list— things you want to do before you die. Maybe you want to go to Africa, travel the world, meet Barack Obama, or build a million-dollar business. What's on your bucket list?

Yeah, there are things you want to experience, things you want to learn, and things you want to have or Those are the 3 categories. For example, I want to dance at my daughter's wedding. There are things I want to learn, like speaking Spanish fluently enough to run a seminar in Spanish. I can speak some Spanish, but not at that level yet. I want to learn a lot of things.

And there are also things you don't want to do, things that don't align with your values, things you don't care about.

For example, I don't need to jump out of an airplane. That's on my won't-do list. If someone says, Joe, let's go skydiving, I'll say no. It's not something I care about or feel I need to do.

I don't know. I can't think of anything I wouldn't do. Why do we even make a won't-do list?

When you get clear on what you'll say no to, it becomes easier to say yes to what matters. For example, maybe you say, I never need to go to Somalia to meet a pirate. Great, that's clarity. If someone dares you to eat a cockroach, also a no. It's on your won't-do list. You don't need to do it to feel important. If someone says, Joe, you should run a marathon or an Ironman, I don't need to. It doesn't matter to me. You did a half Ironman, an amazing feat. I'm so proud of you. But just because it made you feel special doesn't mean I need to do an Ironman too. It's simply not on my list. I don't feel the need to train 3 years for something that isn't meaningful to me.

So download the frameworks, fill out your bucket list, fill out your won't-do list, and we'll see you in the next video where we get perspective on all of this.

You like that? That's good. That's a good video. Okay, just make those 2 changes and then, and then it'll be auto-approved. Okay, I don't need to watch it.

Okay.

Welcome back.

We're still in Module 3, and this is the final video in the Vision Series. We're closing out by talking about your why. This is the part where everything comes together. Your vision, your values, your strengths, all of it ties into understanding why you do what you do.

By the way, I just want to say that most of this is so good that it's already approved. It's just make it a little better. You know what I mean? Like you did a great job putting this together.

Your why is the driving force behind everything you do. It's the deeper meaning that fuels your actions, your choices, and the goals you set.

Exactly. Your why is that inner engine. It's what pushes you forward when things get tough, and it's what keeps you grounded when things get chaotic. And here's the thing.

Most people skip this part. They set goals, they create plans, but they never take the time to understand the purpose underneath it all.

And when you don't know your why, you burn out faster, you get lost more easily, or you create goals that don't actually feel meaningful once you achieve them.

So in this video, we're going to help you uncover your why and make sure it aligns with the vision you created in the earlier exercises.

Take a moment to reflect on past successes. What patterns do you notice? What moments made you feel proud or fulfilled? Often the clues to your why are hidden in these experiences. Now, there are different layers of why. There's the surface-level why— things like security, income, stability— and then there's the deeper why, the emotional driver that ties into your identity, your purpose, and how you want to impact the world.

For example, Someone might say, I want to earn more money. But when you dig deeper, the real why might be, I want to create safety for my family, or, I want to have the freedom to choose how I spend my time.

And when you anchor your goals to that, the deeper why, everything becomes more powerful. You make better decisions, you stay consistent, and you feel more fulfilled.

So take a moment after this video and explore your why. Ask yourself, why does this matter to me? And every time you answer, ask again, and why does that matter? Write down each layer as you uncover it. Seeing your why on paper helps you clarify the emotional force behind your actions. You'll often notice connections between goals you thought were unrelated.

Keep digging until you get to the emotional core. That's the why you want to anchor your vision to. And remember, your why can evolve. Life experiences, growth, and challenges sometimes refine it. The key is to stay curious and honest with yourself throughout the journey.

And once you've identified it, write it down in your vision worksheet. Make it something you can revisit whenever you feel stuck or unmotivated.

Think of your why as a personal compass. It shows you the path when you're uncertain, and it aligns all your actions with what truly matters to you. So, yeah. Download the framework, explore the deeper reasons behind your goals, get clear on what truly drives you, and we'll see you in the next video.

That's good. That's approved. Uh, let's do the values exercise.

Welcome back! We're still inside Module 3. This section is all about vision, and in this video, we're diving into your values.

And if you've never actually taken the time to sit down and define the words that describe your core values, they don't always come instantly. When I first did this exercise years ago, I remember thinking, I care about everything! So how do we figure out our values? And why are they important?

To really understand what makes you you, why certain people energize you while others drain you, why you love some activities and avoid others, you need language for the things you value most. These are the things you can't live without, the things that would make you quit a job or change your life. Those are your core values. There are permission-to-play values like honesty. Those are universal. But your core values are personal. They describe how you show up today and how you want to show up moving forward. That's why before you start setting goals, you need a clear set of words that define what you value. Once you have those values, you can check your goals against them and ask, is this aligned with who I really am?

We included a list of values to help you start brainstorming. Look through the list and write down every word that resonates with you, even if you're not sure why.

When you download the framework, you can circle them right there. The list isn't exhaustive, but it makes the process easier.

And I recommend writing out your selected words separately so you can see the full picture. You'll probably start with 15 to 20 words, then you can narrow them down. Many overlap, or one captures the meaning of several others. Eventually, you'll land on your top 3 to 5 core values. So, what are your core values?

I started with 15, narrowed it to 8, and over a few years landed on 3: curiosity, creativity, and levity. Curiosity. I literally cannot stop asking questions. Tammy tells me I'm relentless. Creativity. Writing, comedy, rapping, coming up with ideas. It's a huge part of who I am. And levity. I need joy and humor in my life.

And you're naturally playful. That's why people resonate with you online. You're not pretending to be serious. That's not you. Your values show up in how you live.

Someone recently said, why can't you just be serious? But if I tried to be serious all the time, it wouldn't be aligned with my values, and I'd feel out of integrity.

My values lean more toward fitness, movement, exercise, keeping my body strong. When I don't move, I don't feel good. Fitness is foundational for me. Another big one is love, which includes compassion and forgiveness. I need to be around people who are kind and nonjudgmental. So now that we've shared examples, what's the difference between values and needs?

People will sacrifice their values to meet their needs. Maslow's hierarchy explains this: survival needs at the bottom, emotional needs above that, then belonging and significance, and at the top, self-actualization. Values live at the top. If your foundational needs aren't met, it's very hard to live your values. Tony Robbins reframed these into 6 human needs: certainty, uncertainty, variety, significance, love and connection, growth, contribution. Everyone has all 6.

So how does that connect back to values?

Because needs drive behavior. Values guide behavior, but only when your needs are stable. So someone may value love, but sacrifice it to feel significant. Or value curiosity, but sacrifice it to feel safe. When your needs and values align, Your decisions have integrity. When they don't, you still meet the need, but you don't feel good inside.

That's why awareness is the whole point of this exercise. When you understand what matters to you and what needs might be pulling you away from those values, you make better choices. So download the values list, identify your top words, fill out the framework, and reflect on why each one matters. And remember, this isn't a one-and-done exercise. Revisit it as you grow. Your values may evolve too.

There are tons of deeper exercises we could give you, but for now, we want you to walk away with those 5 words that truly represent you. When you know your core values, you understand yourself on a whole new level, and you're ready to live your purpose with more clarity.

So make sure you download the framework, identify your top values, get clear on why they matter, and we'll see you in the next video.

Wow, that was lovely. Good video approved. Let's look at roles. Let's look at roles. By the way, we we're almost done, right? We have like fifteen videos. We got what nine to go?

We're back. Yeah, we're still in module three called Vision, and we're going to talk about roles.

I'm excited about this one because we're pulling together a lot of what we've already talked about. So what exactly is a role? Well, for example, I have the role of doggy mama, and I have the role of instructor.

I also have the role of employer and manager.

And I have the role of father.

I have the role of daughter, sister, half-sister too.

Lots of people.

20+ people and counting. I support many people.

But what's funny is, she didn't even know she had that role until recently. The thing is, we make commitments in our lives. When you make a commitment but don't honor it, you end up not feeling good about yourself. When you break a commitment, you create open loops. We all have them. The commitments tied to our roles. And if we're not aware of our roles, we end up living in a way that lacks power and freedom.

A commitment is a decision. It's saying what we're going to do, or who we're going to be. When we don't live up to that, we let ourselves down. We feel disempowered, sad, and disappointed.

Sometimes we even have roles we don't realize we've taken on. I had an employee who thought she could come in whenever she wanted. I said, no, this is 9 to 6. That's the commitment you made. She said she never fully committed to that role.

And that's okay. Now that the commitment is clear, we can address it. It's not about being a bad person, just identifying the root problem. A commitment assumed but never agreed to.

Exactly. I met someone who said he was in a committed relationship. I asked, what does that mean? He said, why put labels on it?

You don't need a label, but you do need clarity on boundaries and expectations. That's what matters.

So what's one role most people have but don't even recognize and might be the most important?

Let's see. Dog mom, sister.

Taking care of everyone else. And who are you not taking care of?

Myself.

Exactly. Most people forget that the most important role is the role of self.

Especially women. We take care of others. We're nurturers. But you can't care for others if you don't care for yourself. Think of the plane. Put your oxygen mask on first. Your cup must overflow first.

At a seminar, I learned if your cup isn't full and people drink from it, you get drained. But if your cup is full and overflows into a bowl, others can drink from the overflow and you still stay full. You gain energy and power to give because you filled yourself first. No one else can do it for you.

It's about your health, happiness, passions, and goals. Exercise, make time for yourself, and maintain physical health to live vibrantly and love yourself.

Pamper yourself. Do things that bring joy. It might sound odd, but no one can love you as deeply as you can.

You don't need to focus on yourself all day, but set aside dedicated time for you.

Celebrate your accomplishments too. Often we hit goals and don't acknowledge them, then wonder why we don't feel good. Recognizing your achievements builds power.

And your emotional state matters. We're generous and forgiving toward others, but struggle to offer that to ourselves. Forgive yourself. Let go of resentment, past mistakes, or expectations.

When you accept yourself and honor the role of self, you build a foundation strong enough to create anything. Neglecting self keeps you stuck, maybe resenting others instead of taking responsibility for yourself. If you don't take care of yourself, your kids get half a parent, your employees get half a CEO, and your audience gets half your presence.

Sometimes sacrifices are necessary. I remember a company birthday when Joe was missing. I was frustrated, but he needed to take care of himself. It was more important than disrupting the party in a triggered state. Recognize when others take care of themselves, support and celebrate them. Everyone must prioritize self before they can serve the community.

Being proud of others for taking care of themselves and not resenting them is powerful. Gratitude, joy, and high states of consciousness require your basic needs to be met: oxygen, water, rest. Look at your roles. If you're not a 10 in the role of self, figure out what would make you a 10. Then look at other roles: father, CEO, speaker, board member. Identify gaps and resentments.

That's why we created a framework for you. List all your roles. Choose your top 5.

Jen, when's my next meeting?

Uh, it's at 10 o'clock with Mark.

I can't miss that meeting. Make sure I know 5 minutes before to be there, okay?

Yeah, sure.

Identify the ones that drain you and the ones that bring joy.

Write down why each role matters and what success looks like. Some roles may frustrate you because you're not meeting your expectations. Some may be enjoyable but not most important. For me, my most important role is father. I love my kids most. But my most enjoyable role is helping entrepreneurs go from frustration to motivation. That lights me up. Knowing this helps me operate from joy, gratitude, and power.

No good or bad, just clarity on what resonates with you. Work-life balance matters. Spending all your time with one person leaves nothing new to bring to the relationship. Time apart fosters growth and shared experiences.

And you can't meet all your needs from one person. You need variety.

Exactly. One role or person can't do it all. So before you move on, take a moment to download the framework, map out your roles, pick your top 5, and define what success looks like for each. Get clear, Get grounded, and we'll see you in the next video.

That's really good. That's a great video. Great video, Fran. Well done. Approved. Let's go to— let's go to ideas.

Welcome back. We're now in module 3 called Vision, and right now we're going to talk about your ideal day. What is an ideal day, and why is it important to know what your ideal day is?

If you wanna be successful in anything, you have to know what success actually looks like. Most people never sit—

By the way, once we fill the frameworks into Evie AI and they get fillable in Evie AI, we might have to make some minor changes So keep that in mind, Fran, okay?

All right.

Down to identify their ideal day. They think their ideal day is running away from their current life and going on vacation, right?

Being a beach bum in Tahiti, margarita or apple martini in hand, thinking that's the ideal day. But why isn't that actually the ideal day?

Because you'd get bored so fast. How long can you sit alone on an island doing nothing that brings you fulfillment? A day? A week? A year? You'd hit a point where it's just empty.

Exactly. Sitting on a beach all day isn't fulfilling because there's no progress. Sure, it sounds great, but doing that every day forever, that's not it. So the point of the ideal day is, if you had to live the same day on repeat, like Groundhog Day, what would make you feel happy, productive, and fulfilled?

Yeah, you play a bunch of roles in your life. Some you love, some you Some hate, you don't. All those roles show up in your day. If you could magically piece all your responsibilities and commitments together like a puzzle, what would the perfect picture look like? What would you be doing, feeling, and experiencing for the day to feel truly ideal?

And before we even get into the details, I know people immediately feel anxious thinking, well, I have roles I only do once a month or once a year.

Hang on a second. I wanted to post this post. Just when you're living up to your infographic. LinkedIn is a black box. All right, let's test this out and see what that looks like on LinkedIn. Okay, great. I just posted on LinkedIn. You see, I'm going to use Evie AI's URL, URL cleaner. To clean the URL. And now that I have this clean URL, I could go to LinkedIn and— oh, let me comment on that. I can go into the messaging box, find a group, a support group.

Joe, also, um, I think Brian is asking for a video for the connections dashboard.

Okay. Uh, for, he doesn't know how to, how to, you mean for the demo, for the demo thing?

No, it's, um, it's for the Evi AI tutorial video.

Oh, did you go to the school community to check for it?

I don't think Brian did.

Brian, do you know how to, do you know how to search in the school community for it?

Did you create that? Oh, I'm not sure if it's updated. Is it? I can search for that, but—

I have one. The latest one I have is August 24th. No, sorry. It looks like August 2024.

Yeah, I'm just worried it's gonna be like outdated or first March twenty ninth.

Do you want me to check?

The last tutorial is connections dashboard explain February twenty eighth.

Let's watch this one August twenty fourth February twenty eighth looks like it's pretty or yeah let's watch it. So what is a connections dashboard strategy? Well, you need to segment your connections to be more strategic. Having a connections dashboard with all your connections and knowing who you recognize, who's strategic for your business, and we can prioritize.

That's where the gold is, not just hoarding connections. So export your LinkedIn connections, export your Facebook friends, export your, your iPhone contacts, your Google contacts, your Instagram followers, email your CRM contacts, pull them all out, and then let's put them into a dashboard so that we can recognize who you know, who you don't know, who's strategic for your business, who's ideal prospects, who's ideal center of influence, and then segment them into ideal prospects niche lists so that you can start reaching out to the right people. One of the biggest problems people have with LinkedIn specifically is they're hoarding connections. Now with AI Pro, we allow you as your sales assistant to have a strategic approach to everything that you're doing. So let me show you what one of our connection dashboards looks like right now so you can understand how this works. So imagine taking all of your contacts and putting it into a list. And now you have the first name, last name, LinkedIn URL, email address, phone number, position. When you connect with a person, you can do Google search with a click of a button. You can filter by year. So for example, I want to see all the people that we connect on a particular year. I'm gonna go here, I'm gonna hit clear, and I'm gonna go down to say 2019. Now I filter for all the 2019 people. If I want to research any of these people, I can research using the bot. And just like this, in a matter of seconds, I'm able to just research and boom, start researching the internet, pulls up all the information about this person, the target audience, the key solutions they offer, how she helps clients, contact information, email, phone, LinkedIn, Instagram. This is for every single connection. And in seconds, all the awards that they have, potential business opportunities. If you want to be able to grow your business, if you want to be able to have authentic relationships, you need to have LinkedIn connections dashboard, a proper dashboard to really understand who you're connected to where. And if you want one of these dashboards, just connect with me. Let me know that you're interested in this, and I'll tell you all the details about how you can get AviPro.

Boom. Is that fine, or do you need something more detailed?

Yeah, that's that's good. I can use that.

We do have other videos here. Here's another tutorial from March. That's the February tutorial. It's a little short. This one's a little bit long.

Hey Jeff, I made you a LinkedIn connections dashboard. Thanks for being a client of AviPro. So let me teach you how to use this dashboard. First thing you want to do is you want to notice that here you have different. Rows and different columns. So the first row is first name, last name, URL, email, company position connected, AI research, Google search, and then you're connected. Now in column K, I want you to write yes for anyone that you recognize. So for example, if you recognize this person, Alexander.

Yeah, that's a bit— this is a better tutorial here. The one from March. The other one like explains what a connection— so you can kind of use text from both. You know what I mean? The other one explains the concept of a connection dashboard. This 3-minute video gives you an actual tutorial of how to use it. You with me?

Okay.

You have 2, you have 2 options. You have the March option and the February option. Do you need me to make another option?

That's all good, Joe.

Can you stop? Okay. All right. Let's keep playing this.

That's fine. You don't need to cram everything into a single day. Start with your ideal day. Then you can build your ideal month and your ideal year. For example, in my ideal year, I travel internationally for 1 week, but that came after getting clear on my ideal day.

We are the sum of our habits, our daily patterns. The things you repeat every day shape your life. If you design the right daily patterns, your whole life improves. Stephen Covey talks about this in The 7 Habits of Highly Effective People. Begin with the end in mind. I'm not telling you to plan your tombstone. I'm saying start with your day.

And this really matters. Joe asked me this about 4 years ago, and at first I didn't even understand the concept. But 4 years later, I realized I'm living my ideal day now. Literally this year, I've been living the ideal day I defined back then. Once you get clear, your actions, conscious and subconscious, start aligning. It becomes easy to make it happen. For me, my ideal day includes what time I wake up, what time I go to bed, how much I sleep, and how I want to feel. So no alcohol, no drugs, eating healthy, probably not eating meat because that doesn't make me feel good, lots of veggies, exercising for an hour, working 6 or 7 hours, feeling productive, moving projects forward, communicating with my team. After work, spending time with friends, calling my family, hanging at home with my dog, taking my dog for a walk, and then winding down for bed.

Achievement is a science. It's repeatable. Fulfillment is an art. You have to define it for yourself. There are tons of books on building a multimillion-dollar business, but none on what fulfillment looks like for you. Your ideal day is part of discovering that.

We have a framework called the Ideal Day Document. It helps you outline what you want happening on your ideal day, what you don't want happening, what must happen every day, and who's part of your day. Your partner, your kids. Do you have a dog in your ideal day? Do you have help in the house? Do you drive somewhere specific? Are you watching a sunset over the Atlantic Ocean? And location matters too. For me, where I live is a huge part of my happiness. The environment of my home affects my ideal day. Your values will shape your ideal day differently, but you need to know what they are so you can outline your day around them.

If you can design a day that genuinely feels amazing, you can build a life that feels empowered, free, and full of vitality. That's what we're after. So fill out the framework and we'll see you in the next video.

Uh, let's see.

Next.

What is going on? Um, okay, so Ideal Day works. That's fine. Did you see anything there that you didn't like, or it's all good? I thought it was fine.

Welcome back. We are now—

Brianda, was it all fine for you? It was all fine for me.

In the purpose stage of the course, inside the second module called Issues, and this video is all about beliefs.

Beliefs are so important because they drive us to take action. Beliefs create certain feelings, empowering or disempowering. Beliefs are literally at the core of what makes us do things or not do things in life, right?

Like, I might believe that you'll get annoyed hearing our culture dog drink water in the background, but that's an old, disempowering belief.

And whether you heard the dog or didn't hear the dog just now, what matters is understanding that you have beliefs and they've been programmed into you from society, your experiences, your past. And if you want to change your results, you have to understand how your beliefs are driving those results. Tony Robbins teaches a four-part framework for this.

Your beliefs, whatever they are, lead to your sense of potential. Whether you believe something has potential or not, because if you don't believe you can do something. You don't even see the potential to do it. If I don't believe I can run a 4-minute mile, I'm never going to run one. But if I believe I might be able to, then I start seeing the potential. And if I see potential, I might start taking action, like running every day.

And what happens when you take even a little action? You get results.

Right? Once you take action, you get results.

And when you get results, what do you now have? A more empowering—

Belief. It reinforces itself. Oh my gosh, I started with a 7-minute mile. Now I'm at 6, now 5.

And the more results you see, the more you believe.

And the more the belief grows. So it's important to start with a foundation of positive, empowering beliefs that support taking action.

And I tell people this all the time. Even if you start with disempowering beliefs, you can still begin with action. Action creates results. Results strengthen new beliefs. Even words can be action. Keeping agreements, honoring your word, saying certain things like affirmations helps too. And becoming aware of the beliefs in your head, actually writing them down, helps you identify which ones need to be converted from disempowering to empowering. But it doesn't happen without action. You can't change a belief unless there is proof behind the new belief. And the proof comes from action.

So what's the difference between an opinion, a belief, and a conviction?

A conviction is like a super agreement, something so deeply part of you that you're not even willing to question it. And if someone does question it, you get upset.

Like, I am this way. Don't tell me otherwise.

Exactly. You protect it with everything you have. That's a conviction. An opinion is much easier to sway. If you say, Joe, you have a beard. I might say, no, it's just facial hair.

Or, I like chocolate ice cream, and someone says, try this vanilla, it's really good, and you try it. That's an opinion, it's flexible.

But if you have a conviction, like, I'm allergic to vanilla, and someone questions it, you feel like they're questioning you. Same thing if you believe something like, I'm smarter than other people, and someone challenges that.

So how does all this relate to having a growth mindset?

Growth mindset means understanding that things aren't fixed in stone. If you want to improve or create something new or transform your life, you have to learn new skills and be willing to change.

Things in life aren't locked in, even your personality, your habits, your patterns. So having a growth mindset is essential to achieving your goals, because if you haven't achieved them yet, it means there's something new you have to implement. And to implement something new, Something in you has to change, and that includes your emotions and your feelings.

If you have disempowering beliefs, you're going to feel negative emotions when challenges come up, and that leads to doubt, and doubt cracks beliefs.

Another way to see this is scarcity mindset versus abundance mindset. In my previous dance community, the mindset was very scarcity-based. Starving artists—they felt there wasn't enough to go around.

Right, not enough for everyone. I can't make money doing this.

And in that environment, people expected artists to give their services away for free. Employers expected volunteers instead of paid workers. All rooted in scarcity.

So ask yourself: Do you have a scarcity mindset or an abundance mindset? Do you believe there's enough for everyone? Can you collaborate with competitors? This world is incredibly abundant, but if you're stuck in fear. Negative emotions, fixed thinking, or disempowering beliefs. You won't see that. It's 80% mindset, 20% skill set. I didn't always believe in positive thinking, growth mindset, coaches, or courses. That was a belief I had.

And we're not talking about being blindly positive. We want you to align with your core values and do things that actually light you up, so your positivity comes from authenticity, not denial.

And to understand all this, you have to understand what drives your emotions. It's your beliefs, the stories you tell yourself. If you want any goal you desire, you can't tell yourself lies fueled by fear and expect to win. You need a growth mindset.

So what are the 6 Rs to upgrade your beliefs? We have a framework you can download where you'll write down your old disempowering beliefs and then move through the 6 Rs to create new empowering ones.

Number one, recognize. Become aware that it is a belief. Sometimes a conviction feels like this is just reality.

You might not even realize it's a belief. Number 2: Record. Write it down.

Number 3: Review. Read it and make sure it's accurate and that it's actually something holding you back.

Number 4: Reject. Introduce a little doubt.

Ask, is this really true? Is it true I'm a procrastinator? Is it true I can't make money?

Number 5: Revise.

Create a new empowering belief, but don't lie to yourself. If you can't read Hebrew, don't write, I can read Hebrew. Write something like, I can learn to read Hebrew.

And number 6: Reorient. Shift yourself toward the new belief so it leads to action. Some examples of old beliefs Joe and I have had: I'm a night owl. A new belief might be, I wake up 6 hours after I go to sleep. That's neutral and true, and Joe was able to go from going to bed at 2 AM to going to bed at 9:30 PM and waking up at 2 AM.

Exactly. These are patterns, habits of thought. They help us survive. But if you want to take your issues to the next level, identify the beliefs that are stopping you and optimize them. Download the framework, fill it out, and share with us the beliefs you've shifted. We'll review everything in the coaching session, and when you have total clarity on what you need to do, what's stopping you, and how to fix it, you gain energy and power. Clarity creates motivation, and that's where I want you to go. We'll see you in the next video.

Welcome back.

We Joe Ash is here.

Hi, Ash. That's approved. Hi, Joe, how are you? Good. So you want to know how to find people in Canada?

Um, yes, I've added the filter, but I'm like, it is showing no contacts. Do you want me to share my screen?

No, I don't want you to share your screen. I want you to look at my screen. Okay. Okay, sure. See, it says show filters.

Yes, in the context section. Yeah.

Um, and then I moved to— if you put location, it's not going to work. If you put country, it's not going to work because most people don't have the country filled out.

Yeah, people—

that's what I was doing.

People have phone number filled out, right? Yeah. So if you search 787 Let's just say that's a Canadian area code. Nothing comes up. 416. No, not phone. Here, phone. 416. Yeah. You press apply. It's going to show you all the 416 numbers. You see? You see all the 416 numbers?

Um, it's actually loading for me. Like, I can see your screen but not the 416.

You don't see my screen?

I am seeing your screen, but it's a bit— a little bit low, like slow. It's a little bit slow. Yeah, now I can see 416.

Do you see the way I filtered for 416? So what you could do is you could, you could make— you can tag all the people that are 416. As Canada, like you can just select all.

But Joe, there there is one problem. Like you see Connie, she's the one maybe you had a call with, right?

Yeah, but you can you can then filter for people who don't have a tag, who don't have the ninety nine hacks tag, or people that aren't clients. You don't need to call all the people in Canada. Do you get it?

How will you do that? Like she's the one already booked, and maybe. You already met with her.

So how to, you know, filter for things that don't have tags? You click on more filters and you could do and does not have— oh, has the tag. So you type in tag, tag, and then you could say is not empty or any of, and you do 99 Hacks and you press apply. And now it shows all the people that have 416 that are 99 Hacks people. You see? Yeah. It shows how many people? 100 people. 61 people. You see?

Yes.

So you can call all these people. They're in Canada right now. Lance is a current client. Yeah. So if he if he if he says he's a Remy for is already booked.

For the meeting.

All right. So you can go through this and Damien also, Damien is already booked. What you could do is you could also, you could also filter for if they're in a certain stage. So let's click on more filters. Let's click on and pipeline. Pipeline stage.

Joe, we have a meeting with Mike in next 5 minutes.

Okay. Thank you. AI pipeline stage. You go to 99 Hacks. You just select and you could say contact made, contact attempted. You see? You do apply. Now you can see all the people that are 416 that are contact attempted, and then you press the call with Wave and it just calls all these 33 people. And then when you change to more filters, you can change 416 to 787. Apply. Or you can change it to whatever the Canadian area codes are. So if you're not sure what the Canadian area codes are, what Are the Canadian area codes. 416, 613 is this, 604 is this, 587, 780, 41. Now if you want a full list, you can go to Gemini. And look what it's going to do. It's going to make you a full list of all Canadian area codes. It's doing its thing. But I'm going to say, okay, let's see if there's any 604 people. We're going to go in here. You see? Now it shows all the 604. There's 23 604 people that are in this particular— Filter. You see, you're just searching through the contacts attempted stage. Can you see my screen? Can you see what I'm doing?

Yes.

Do you understand what I'm talking about now?

Yeah. Okay. I need to search for the phone and then the tag and then the stage as well.

Yeah. And then you can have the basic quick reference for major cities. These are the major cities here. I'll put them— I'll put it in WhatsApp for you.

Okay, thank you. Is what's his name coming here?

Is Mark coming here?

Uh, it's Mike.

No, I have a meeting with Mark at 10.

Yeah, Mark Shockley. It's happening here, Joe.

So why do you say it's Mike?

Sorry, I mispronounced the name.

Okay, we already watched this. Let me see if he's coming.

Mark? No, we haven't watched this one.

Of course we're going to do your annual review. Most people never look back at their past year. They just move forward without ever checking what worked, what didn't, or how they actually felt. I personally review my week every week. And every year, Joe and I sit down and review the entire year before planning ahead. And this is so important.

Exactly. If you want clarity on what you want to create next year, you have to look back. You need to identify 3 things: your accomplishments, your opportunities, and your frustrations. If you're not reviewing your year, you won't identify the core issues that are holding you back from the next level.

So we created a framework for you. You're going to review each month of your previous year and list the events that happened.

Look through your photos, your emails, your calendar— anything that reminds you what actually happened. What events did you attend? Who did you meet? What moments made you feel proud? What moments brought you down?

And what was the context? Was it a family holiday? A work conference? A kids' event? A celebration? Knowing the context matters.

Some events will clearly feel like accomplishments. Some will feel like opportunities. And others will feel like frustrations or setbacks. All of these become your list of issues, the things you can analyze to understand what shaped your year right.

So just to clarify, you're writing down events, everything meaningful that happened.

Events that were accomplishments, events that were opportunities, and events that were frustrations. Do that for each month, and by the end, you'll clearly see patterns. The big issues, the big moments, and the big feelings that shaped your year.

What are the biggest problems in your life right now? Who are you incomplete with? Who do you have a lingering disagreement with? These things matter because they carry energy.

If you don't complete the past, the past follows you. You have to identify where you have open loops and close them.

So ask yourself, what frustrates you? And if nothing frustrates you, ask, what do you do that frustrates other people?

Frustrations usually lead to Fears, and fear stops action. Following your frustrations will reveal the fears that are holding you back, and when you overcome those, you step into your best life. But you can't fix what you don't identify.

And on the other hand, if you're constantly frustrated, constantly upset, you also can't reach your best life.

Exactly. When frustration takes over, you lose energy and momentum.

But it looks like he's calling me. I missed a call from him. Hang on a second, let me pick up the phone. Let me call him back. Okay, it looks like he's calling me. Let me stop my LinkedIn Live. Let me find my LinkedIn Live. I'll see you guys soon. I'm gonna speak to him now. Bye, everyone.

Bye.