The Bold Professional
Build a Referral Engine, Increase Profit, Reclaim Your Time, and Live One Bold Life™
The Bold Professional
Build a Referral Engine · Increase Profit · Reclaim Your Time · Live One Bold Life™
The Bold Professional
Build a Referral Engine, Increase Profit, Reclaim Your Time, and Live One Bold Life™
The Bold Professional
Build a Referral Engine · Increase Profit · Reclaim Your Time · Live One Bold Life™
The APEX Model™
Every strategy in this book builds one element of a single, proven framework. Authority. Profitability. Excellence. Built on the foundation of One Bold Life™.
Authority (S1–S3)
Make your market choose you over every alternative.
Profitability (S4–S6)
Build the referral engine and retention culture that compounds.
Excellence (S7–S9)
AI, systems, and the Dream Team that free you from the work.
What You Will Build
Ten strategies. One integrated framework. Immediate implementation. Here is what readers walk away with.
A Referral Engine That Runs on System, Not Luck
The Three Card Method™ and Referral Culture Audit™ turn satisfied clients into a consistent introduction machine generating 400+ referrals annually.
Authority Positioning That Makes You the Obvious Choice
Build your USP, your Dream 100, and your content strategy so your ideal client chooses you before they meet your competitors.
Revenue Growth Without Proportional Time Investment
The Five Ways Model™ shows you which single lever — improved by just 10% — would most change your revenue. Then gives you the tools to pull it.
AI Applications That Matter
AI applications that matter most for professional services firms — with a 90-day roadmap and prompt library to implement them immediately.
A Firm That Runs Without Your Daily Presence
The six-stage Owner’s Liberation Plan moves you from technician to strategist — building the systems that create genuine business freedom.
The Dream Team That Multiplies Your Impact
Hire for values, develop for excellence, lead like it matters — and build the team that grows in your absence rather than depending on your presence.
A Complete 90-Day Implementation Plan
The book ends with your 3-Month Bold Plan™ — ten SMART goals, three priority strategies, and an accountability structure you build before you close the cover.
The One Bold Life™ Companion App
Every tool, tracker, calculator, and form from the book lives in the app. Your goals, scores, and Bold Plan compile into a coaching-ready profile.
Inside The Bold Professional
Each strategy is a complete implementation system — not a concept, not a theory. A tool you can deploy this week.
One Bold Life™
PHD — Pig-Headed Discipline — and the goal-setting system that has produced 2,000+ completed goals. The base everything else builds on.
Fascinate Your Market
Build the USP, identity, and brand presence that makes your firm the only logical choice for your ideal client.
Become the Authority
The Five Levels of Influence, the Dream 100 system, and the content strategy that builds authority beyond your zip code.
Lead with Vision
Your leadership capacity is the lid on your firm’s potential. Build the vision, the mental toughness, and the development plan that raises it.
Master Influence
The Three Card Method™ and Strategic Dominance Method™ — the referral systems that generate consistent introductions every single week.
Guerrilla Marketing
The Five Ways Model™ and the 40+ tactic marketing arsenal that produces more clients without a bigger budget.
Connect and Retain
14 retention strategies, the attrition calculator, and the connection calendar that keeps clients for life.
AI in Your Firm
The eight AI applications that matter most, the 90-day roadmap, and the prompt library to implement them this quarter.
Systematize and Scale
The 45-question diagnostic and the Owner’s Liberation Plan — six stages to a business that runs without your daily presence.
Build Your Dream Team
Hire for values, develop for excellence. The 360 evaluation and hiring guide that build a team multiplying your impact.
Your 3-Month Bold Plan™
Ten SMART goals. Three priority strategies. An accountability partner. Your 90-day transformation plan — built before you close the book.
“The strategies in this book work. I have seen them work in thousands of businesses across more than 80 countries. What Jake Hanes has built here is not a motivational read — it is an implementation system. And implementation is where most business books fall short.”— Brad Sugars · Founder, ActionCOACH · #1 Business Coaching Franchise in the World
Jacob M. Hanes
Jake Hanes is dedicated to helping professional service providers scale their businesses seamlessly. By building custom referral engines and implementing high-efficiency operational frameworks, he empowers business owners to increase profitability while reclaiming their personal freedom.
The One Bold Life™ Companion App
Every tool, form, calculator, and tracker from the book lives in the app. Your goals, scores, and Bold Plan compile into a complete profile — your personal transformation record.
Readers who complete the book and fill in the app are eligible for a free one-hour personal consultation with Jake Hanes. Open the app, tap your profile, and claim it.
Search “One Bold Life” in your app store · iOS + Android
One Bold Life™ Companion App
- Bold Professional™ Scorecard — 10-strategy assessment
- 3-Month Bold Plan™ builder with 10 SMART goal fields
- Five Ways Calculator™ — find your highest-leverage lever
- Referral Culture Audit™ — 12-question scored assessment
- 45-Question Operations Diagnostic with gap report
- AI Tools Directory — updated quarterly
- 50 tools, trackers, and calculators across all chapters
- Free consultation claim when you complete your profile
Frequently Asked
Who is this book for?
Business owners, entrepreneurs, and professional service providers — CPAs, Realtors, financial advisors, attorneys, coaches, and consultants — who are technically excellent but know their business has not yet reached its potential.
Is this a business theory book or a practical how-to?
Practical. Every strategy includes specific tools, named systems, and implementation steps you can apply immediately. The companion app holds all the forms, calculators, and trackers.
What is the companion app and is it free?
The One Bold Life™ Companion App is the implementation engine for the book — free to download. It holds 50 tools tied to every chapter. Search “One Bold Life” in your app store.
What is the free consultation offer?
Readers who complete the Scorecard and build their Bold Plan in the app can claim a free one-hour personal consultation with Jake Hanes. Claim it through the app under Your Profile.
Is there an ebook or audio version?
Yes — the ebook is available on all major platforms. The audiobook is in production. Check the Amazon listing for current availability of all formats.
Can I buy copies in bulk for my team or event?
Yes. Bulk purchase options with team keynote packages are available. Contact Jake directly at jhanes@actiontaxteam.com for quantity pricing and speaking inquiries.
The Summit Is Waiting. The Climb Starts Here.
The Bold Professional is available in paperback, ebook, and audiobook. Order your copy today — and download the companion app before you read the first page.
Bold Goals. Bold Action. One Bold Life™.