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Filter+Focus

Filter+Focus: SDC Big Rocks

Section titled “Filter+Focus: SDC Big Rocks”

Purpose: Ranked rocks + decision log for the “Filter and Focus” phase — closes the gap SDC/Strategy/ROADMAP.md flags as open. Structure ported from MBR/Strategy/Filter+Focus.md 2026-08-27; content is SDC’s own, not MBR’s B2C list carried over wholesale.

Ranking criteria: Scalability (low human involvement at scale) × Growth Impact × Ease of early execution.

Framework: James Clear A→B→Z — know the long-term vision (Z), identify the current state (A), focus relentlessly on the highest-leverage next step (B). Repeat.

First-pass note: this is a structural port, not an exhaustive brainstorm — MBR’s list took several brainstorming sessions to build. It seeds the format with what’s already known from Core/DASHBOARD.md’s Biggest Rocks table and the transferables inventory; Talbot should treat it as a working draft to expand, the same way MBR’s list grew across an April 2026 refresh.

Format 1: All Rocks, Ranked

Section titled “Format 1: All Rocks, Ranked”

Sorted highest impact + highest scalability first.

  1. LevPro port (sd-math M5 + M6) — first-principles audit artifacts, then account types + additional strategies (Smith Manoeuvre, debt swap). Deepest SDC moat; runs near-unattended
  2. SDC dept scaffold + MBR absorb — this task. Gates every other agent-run SDC task
  3. sd-app deploy + debt-first mini-app + template reorder — makes the port demonstrable to an advisor
  4. Better Rates strategy launch — the zero-risk first rung; broadest possible top-of-funnel (see Better-Rates-Strategy.md)
  5. SDC-sharpened behavioural solutions — risk-tiered forced-choice research for zero/negative-risk strategies only (sdc-behavioural-solutions-debt task)
  6. Financial Advisor Referral Track — Talbot’s existing network of advisor relationships; highest-trust, highest-converting channel (carried from MBR’s inventory, #19/#45 there)
  7. Media Engine — Podcast/LinkedIn circuit — Canadian + U.S. personal-finance and advisor-facing podcasts; long-tail SEO (carried from MBR #16/#41)
  8. Finance/Advisor Influencer Founding Circle — named industry contacts (Inner Circle: Rob Robinson, Dave Lush, Robert Moysey, Ed Rempel) as genuine early users and advocates
  9. TFF-style charity/media partnership — evaluate whether the Cancer50Pledge model’s media partnerships (carried from MBR #18/#48) have an SDC-appropriate equivalent
  10. SDC.com phase 1 — deferred past vacation; gated on Talbot’s writing
  11. Advisor/firm pricing build-out — turn Advisor-Firm-Pricing.md’s draft tiers into a real pricing page/offer
  12. Rate-scanner investment-debt extension — extend MBR’s rate-scanner to investment-debt sources (margin, SBLOC, investment loans) per SDC/Strategy/Research/Investment-Debt-Providers.md

Format 2: By Category

Section titled “Format 2: By Category”

A. Foundation

Section titled “A. Foundation”
  1. LevPro port (sd-math M5+M6)
  2. SDC dept scaffold + MBR absorb
  3. SDC-sharpened behavioural solutions (risk-tiering discipline)

B. Core Product

Section titled “B. Core Product”
  1. sd-app deploy + debt-first mini-app
  2. Better Rates strategy launch
  3. Rate-scanner investment-debt extension
  4. Advisor/firm pricing build-out

C. Distribution

Section titled “C. Distribution”
  1. Financial Advisor Referral Track
  2. Media Engine — Podcast/LinkedIn circuit
  3. Finance/Advisor Influencer Founding Circle

D. Brand/Visibility

Section titled “D. Brand/Visibility”
  1. SDC.com phase 1
  2. TFF-style charity/media partnership (evaluate fit)

Format 3: By Phase (A → B → Z)

Section titled “Format 3: By Phase (A → B → Z)”

Phase Z — Long-Term Vision

Section titled “Phase Z — Long-Term Vision”
  • $MART DEBT is the industry benchmark for “client-first leveraging”
  • LevPro/sd-math is the recognized accuracy standard advisors and partners cite
  • Cancer50Pledge funds a meaningful, named contribution to cancer research
  • A self-sustaining advisor-referral network drives most new practice adoption

Phase A → B (Now)

Section titled “Phase A → B (Now)”

Reconciled 2026-09-06 against Strategic-Plan v2.0, which now sets phase order; this list ranks within it.

  1. Finish LevPro port M5+M6 — ✅ done 2026-08-28 (sdc-levpro-sdmath-complete); full port closed 2026-09-01 (sdc-sdapp-full-levpro-port)
  2. Land the SDC dept scaffold — ✅ done 2026-08-28 (sdc-dept-scaffold-mbr-absorb)
  3. sd-app production deploy + Better Rates mini-app — Strategic Plan Phase 0. Built; blocked on the Cloudflare Pages project and the Stripe keys, both Talbot-only (sdc-sdapp-deploy-miniapp)
  4. Trust Receipt — Phase 1a, sdc-sdapp-trust-receipt. Startable now, needs no credentials
  5. Strategy Library v0.1 — Phase 1b, sdc-strategy-library-v01. Startable now
  6. U.S. compliance boundary — Phase 1c, sdc-risks-us-compliance-research. Startable now; promotion to 1_now recommended, awaiting Talbot
  7. Launch Better Rates as the first client-facing offering — follows 3

Phase B → Next Milestone

Section titled “Phase B → Next Milestone”
  1. Financial Advisor Referral Track outreach
  2. Advisor/firm pricing live
  3. SDC-sharpened behavioural solutions applied to Better Rates messaging
  4. Media Engine first wave

Key Decision Log

Section titled “Key Decision Log”
DecisionOutcomeDate
SDC vs. MBR business focusPivoted back to SDC as primary; MBR absorbed as a subset2026-08-27
Behavioural forcing mechanismsOnly for zero/negative-risk strategies (Better Rates); objective advising only where risk is magnified2026-08-27
Filter+Focus structurePorted from MBR; content is SDC’s own, not a carried-over B2C list2026-08-27
Target market~100% U.S. financial-advisor education, ~0% direct-to-investorpre-2026-08-27 (ROADMAP.md)
Section titled “Related”
  • SDC/Strategy/ROADMAP.md — names this as the open gap this note closes
  • SDC/Strategy/Strategic-Plan.md — positioning SSOT
  • Core/DASHBOARD.md — vault-wide rocks roll-up
  • MBR/Strategy/Filter+Focus.md — source structure, full MBR content