The 10 x 10 is a comprehensive model and tool for family members of all ages to build competencies that will foster thriving individuals and a connected family.

Enhance your practice with an easy-to-use tool to create personalized learning plans for 10 stages of life.

10x10 Learning Roadmap At A Glance

1 year membership with access to additional products and materials

Learn anytime, anywhere. Watch from your phone tablet or computer

3 self paced modules, approximately 60 minutes each

Full 10x10 charts for all 10 life stages

Quarterly live webinars

Immediate takeaways you can apply to your practice

Who Is This For?

✅ Financial Advisors & CFPs

✅ Family Office Professionals and Consultants

✅ Chief Learning Officers

✅ Family Enterprise Consultants & Coaches

✅ Family Wealth Advisors & Wealth Managers

✅ Philanthropic Consultants & Planned Giving Professionals

✅ Wealth Planning Advisors & Wealth Managers

✅ Philanthropic & Planned Giving Professionals

✅ Psychotherapists

Advisor Learning Objectives

You will learn how to implement the 10x10 Learning Journey with clients, including:

  • The number one desired outcome of the thriving family:  Advancing flourishing, combating languishing

  • Using the 10x10 Learning Roadmap to develop customized learning programs for all ages

    • The Twin Goals: Elevating awareness of life stage competencies and learning activities; building action plans

  • The Ten competencies across the 10 stages of life

    • Overview for each life stage:  Key takeaways, challenges, and opportunities

    • 40+ learning activities for the 10 competencies, across every life stage

  • How To Build and Strengthen Core Competencies

  • How The Competencies Foster Positive Plasticity and Wealth Identity

  • The easy to use 4 steps to implementing the 10x10 Learning Roadmap with clients

  • Building client-driven customized learning action plans

10x10 Course Outline

1 — The Big Picture: Introduction to the 10 X 10 Learning Roadmap  Program

  1. No 1 desired outcome of families –  the secret sauce of the thriving family

  2. Living a bountiful Life  

  3. The power of Money: Advancing flourishing and combating languishing  

  4. Meet the  Romero Family 

  5. The Big Questions that keep you and your families up at night

  6. Answering the big questions

  7. The 10 x 10 Learning Roadmap:  The 10 competencies across 10 life stages

  8. Ten Competencies: Operational Definitions

  9. Lifelong Learning and a Thriving Family: Jay Hughes, Jr. on the importance of a lifespan model

  10. Using the 10 x 10 as a roadmap for planning

You will learn:

2 — Exercising the Competencies: Building Resilience, Anti fragility and Responsibility

The Developmental Pathway Of The 10 Competencies

  1. Family  Learning Programs: Why Are They Relevant Now ?

  2. How 10 Competencies Fuel The Building Of Capacity

  3. 5 Internal And 5 External Competencies: Key Elements

  4. Development Of Core Competencies Across The Arc Of Life

  5. How To Build And Strengthen Core Competencies

  6. Life Stages Of The Romero Family

  7. Life Stages Overview Charts (Example Sally Romero)

  8. What A Bountiful Life Means For Each Member Of The Romero Family

  9. Challenges: How Wealth Practices And Policies Undermine The Development Of Core Competencies

  10. How The Competencies Foster Positive Plasticity And Wealth Identity

  11. Survival Of The  Smart, Spirited, Agile, And Savy

  12. Core Identity And  Wealth Identity  Development 

  13. Case example

  14. Harnessing Motivation: Opportunity And Uncertainty

  15. Habit Is The Great Guide Of Human Life

  16. The Tribal Brain: Learning And The Unknown

  17. Process Of Change: Moving The Unsettled Mind Toward New Resolution

You will learn:

3 — Using the 10 x 10: Taking the Learning Journey

  1. Twin Goals: Elevating Awareness and Taking Action

  2. Step 1 Of The 10 X 10 Learning Journey: Read And Review Competency Charts For Relevant Life Stage

  3. Step 2 Of The 10 X 10 Learning Journey: Set Priorities

  4. Step 3 Of The 10 X 10 Learning Journey: Build An Action Plan, One Doable Step At A Time

  5. Step 4 Of The 10 X 10 Learning Journey: Review Actions, Pivot And Re-Align As Desired 

  6. Using the full versus streamlined version of the 10x10 Charts

  7. Case Study: Emily

  8. Case Study: Return of the Romeros

  9. Case Study: Bob, Joe and Sally 

  10. Case Study: Steffan

  11. Using the Key Elements Chart

  12. Case Study: The O’Reily Family 

  13. Case Study: The Morris Family

  14. 3 Key Takeaways

You will learn:

Each section Includes

✓ PDF downloads for each section

✓ Full 10x10 charts for all 10 life stages

✓ Access to Quarterly Webinars

ENROLL IN THE 10 x 10 LEARNING ROADMAP E-LEARNING PROGRAM TODAY

Empower Your Practice & Meaningfully Impact Your Clients 

Enroll Now

$895 per person

✓ 2+ Hours of video lessons

✓ 2+ hours of course exercises and readings

✓ Full 10x10 charts

✓ Downloadable PDFs, articles, guidelines

✓ Access to member-only products and materials

✓ Quarterly webinar access