You're Booked, Ted's Ready.
Your 90-minute Money Behavior Gap strategy call is officially on the calendar. Check your inbox — the confirmation, Zoom link, and pre-call worksheet are already on their way.
Here's What Happens Next
No fluff, no runaround. Three simple steps between now and our call.
Check Your Email
Confirmation, receipt, and Zoom link are in your inbox right now. Whitelist ted@tedmclyman.com so nothing lands in spam.
Complete the Pre-Call Worksheet
A short 6-question Money Temperament Snapshot. This is where we start diagnosing your Money Behavior Gap — before we even meet.
Show Up Ready to Work
Bring your questions and your coaching practice's real friction points. 90 minutes, 1:1, recorded. We map your category-of-one path.
A Personal Note Before We Meet
Look — I don't sugarcoat this stuff. Your clients aren't broken. Your framework is. And in 90 minutes, we're going to find exactly where the Money Behavior Gap is bleeding revenue out of your practice.
Come prepared. Bring the honest stuff — the client wins, the client stall-outs, the pricing you're afraid to charge. That's where the real work lives.
— Ted McLyman
Reformed Financial Advisor · Financial Choice Architect
Need to Reach Us Before the Call?
If you don't see your confirmation email within 10 minutes, or you need to reschedule, just send a quick note. We'll take care of it.
