CBM Resources
CBM Resources
I poured everything into this book – really ‘gave away the farm’, as the saying goes. You’ll get the results it promises if you follow the method I’ve laid out for you.
However! Can be very easy for a niggling sense of overwhelm to start creeping in. To combat that we created some companion resources that you can use to clarify your thinking and get results even quicker, as you work your way through the framework.
Most of these resources are free and, where a charge is necessary, I can promise you I’ve worked hard to keep the cost of making them available as low as I possibly can.
If you're looking for more information and tools to support your journey but aren't yet ready to have a conversation about getting results, take a walk through this treasure trove …
Worksheets and Templates
At various points throughout Shattering the Crystal Ball Myth there are short exercises designed to give you a sense of what it feels like to be making progress with the Six Laws of Successful Investing.
Simply select the item you’d like to download, enter your email address and download the item. We will email you a bonus for sharing your email with us but don’t worry – we make it easy as pie for you to unsubscribe if our bonuses aren’t your cup of tea.
Take a Financial Snapshot
The financial snapshot exercise from Chapter 12 -- uber-practical financials that make sense for each point on your roadmap! Grab a pen and paper to follow along with this. You can download a printable copy of these worksheets here.
Free (it’s page 13-15 of the companion workbook)
Clarify what’s important
A template for the Value Chain exercise from Chapter 13 – you can download a printable copy here.
Free (it’s page 16 of the companion workbook)
Set a compelling direction
Forget struggling with goals – when you discover the ‘Must-Haves’ of your financial future then you’ll start being pulled towards them, almost magnetically.
Free (it’s page 17 of the companion workbook)
Guided exercise
This short training video helps you implement all of Part 3 of Shattering the Crystal Ball Myth: how to overcome any and all obstacles.
Once your Must-Haves have revealed themselves to you, what could possibly go wrong? Take a look at each of your Must-Haves you came up with and ask yourself the following question: “What obstacles could potentially prevent me from achieving each?”
Free (it’s page 18 of the companion workbook)
Companion Workbook
The internet’s ‘secret treasure map’ to the Crystal Ball myth
Now that you know about the myth of the Crystal Ball, you might be wondering why this knowledge isn’t more widespread? Well, in fact, it is. And it’s not new, either. You just need to know where to look.
What you’ll find in this reference library is a treasure trove of author-recommended online content for you to browse, to deepen your knowledge of the Crystal Ball framework and its principles.
Daniel Brammall creator of 'The Independent Planning-for-results Method'
Hi! I’m Daniel Brammall.
For the past 30+ years, I’ve been a financial advisor, and since 2009, the founder and President of a national not-for-profit dedicated to helping consumers get impartial and reliable financial advice.
It’s been my mission to empower people by creating certainty about their financial future through advice that is unbiased, and not clouded by hidden agendas or indecipherable fees,
…And with this context in mind, I have a question for you: