◆ The Leverage Club launches June 3, 2026 · reserve your seat
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Twenty practical programs. Five families. Start with the work in front of you.
Every program leaves you with one operating system you can use the next Monday. The Club membership is included with any purchase, free for as long as you stay enrolled.
⟶ Start Here
Not sure where to begin?
Five paths. Pick the one that sounds like your week. The full catalog is below if you'd rather browse.
01 · First workflow
I want my first useful Claude workflow.
The Leverage Starter · $199 founding
Start with the Starter →
02 · Your discipline
I'm an attorney, CPA, advisor, consultant, or deal pro.
The Leveraged [Profession] · $395 founding
Browse Leveraged Professional →
03 · Lead a team
I lead a team, practice, firm, or department.
The Leveraged Executive · $1,495 founding
Browse Leveraged Executive →
04 · Second act
I'm building a second-act advisory platform.
Sovereign Executive · $3,495 founding per track
Explore Sovereign Executive →
05 · Ongoing practice
I want ongoing practice and weekly wins.
The Leverage Club · $49/mo
See what's inside the Club →
Every enrollment unlocks The Leverage Club: live office hours, peer accountability, and a moderated forum.
Universal Entry
For anyone, regardless of profession · 2 programs
01
LIVE NOW
The Leverage Starter
7 modules · Self-paced
For someone who has not yet had a real working session with Claude. You learn the basic moves: how to brief Claude on your actual work, how to keep client information safe, and how to turn the assistant into something you use on Monday morning. The simplest possible starting point.
$199USD · Lifetime
02
LIVE NOW
Turn Experience Into Income with Claude
11 modules · Self-paced
For experienced professionals 40+ who want Claude to produce real business outputs (proposals, follow-ups, playbooks, authority content) using thirty years of earned judgment, not prompting theory. You leave with a repeatable system for converting what is already in your head into work other people will pay for.
$395USD · Lifetime
The Leveraged Professional
Entry-tier, profession-specific · 5 programs
03
LIVE NOW
The Leveraged Attorney
15 modules · Self-paced
For licensed attorneys who want practical Claude workflows for research, document summaries, client communication, and matter management, while keeping full professional judgment and ethics compliance. You leave with workflows for first-pass review, drafting, and client recaps, plus a clear policy for what AI handles and what stays with the lawyer.
$395USD · Lifetime$395 founding · $795 mature
04
LIVE NOW
The Leveraged CPA and Finance Professional
7 modules · Self-paced
For accountants and finance professionals who spend half the week rewriting emails, cleaning reports, and explaining numbers to different audiences. You leave with a system for explaining numbers in plain English, drafting close-period communication twice as fast, and producing client recaps your team can reuse without rewriting.
$395USD · Lifetime$395 founding · $795 mature
05
LIVE NOW
The Leveraged Deal Professional
7 modules · Self-paced
For people in M&A, investment banking, private equity, and corporate development who read more material in a week than most people read in a year. You leave with workflows for compressing dense diligence into decision-ready summaries, drafting clean internal memos, and never missing the question that matters in the meeting.
$395USD · Lifetime$395 founding · $795 mature
06
LIVE NOW
The Leveraged Consultant
14 modules · Self-paced
For independent and boutique consultants who already have the answers and just need a calmer way to get them out of their heads and in front of clients. You leave with systems for turning meeting notes into deliverables in one sitting, drafting sharper proposals and scopes, and communicating with clients faster without losing your voice.
$395USD · Lifetime$395 founding · $795 mature
07
LIVE NOW
The Leveraged Wealth Advisor
14 modules · Self-paced
For wealth advisors, planners, and family-office staff who need polished, compliant, human-sounding client communication on a tight schedule. You leave with workflows for drafting recaps, planning summaries, and follow-up messages that feel personal and pass compliance, without rewriting them three times.
$395USD · Lifetime$395 founding · $795 mature
The Leveraged Executive
Senior-tier, profession-specific · 5 programs
08
LIVE NOW
The Leveraged Executive for Legal Leaders
14 modules · Self-paced
For partners, GCs, and senior counsel who are past the point of needing prompts and want a serious operating model for their practice. You leave with a personal system for premium legal work: how meetings get summarized, how internal materials are produced, and how a team you lead actually adopts AI without putting client work at risk.
$1,495USD$1,495 founding · $1,995 mature
09
LIVE NOW
The Leveraged Executive for CPAs and Finance Professionals
18 modules · Self-paced
For CFOs, controllers, and senior finance leaders who write under pressure for boards, partners, and regulators. You leave with a premium operating model for high-stakes finance communication: cleaner board memos, faster regulator-ready language, and a team that produces a defensible standard of work.
$1,495USD$1,495 founding · $1,995 mature
10
LIVE NOW
The Leveraged Executive for Deal Professionals
13 modules · Self-paced
For managing directors, partners, and senior deal leaders who want their week to look more like decisions and less like rewriting drafts. You leave with a disciplined operating system for processing deal information, producing decision support, and running internal materials at one tier sharper than the room expects.
$1,495USD$1,495 founding · $1,995 mature
11
LIVE NOW
The Leveraged Executive for Consultants
8 modules · Self-paced
For senior consultants and boutique principals who want to move from busy to extremely effective. You leave with a real operating model: how raw client input becomes deliverables, how recommendations get sharper, and how a senior consultant’s week stops being driven by other people’s calendars.
$1,495USD$1,495 founding · $1,995 mature
12
LIVE NOW
The Leveraged Executive for Wealth Advisors
7 modules · Self-paced
For senior wealth advisors and planning team leads who handle the relationships that matter at the firm. You leave with a calmer, sharper operating system for client communication and ongoing service: cleaner recaps, faster summaries, and a touchpoint rhythm that sounds human and senior every time.
$1,495USD$1,495 founding · $1,995 mature
The Sovereign Executive
Umbrella for retired or transitioning leaders, 6 tracks · 6 programs
13
LIVE NOW
The Partner Emeritus
27 modules · Self-paced
For senior partners who have stepped out of the institution and want to build a small premium advisory practice they actually enjoy. You leave with a defined offer, a way to turn old relationships into structured opportunities, and a system you can run quietly without rebuilding the firm you just left.
$3,495USD · Founding · Per track$3,495 self-paced · $8,995 cohort
14
LIVE NOW
The Financial Expert
15 modules · Self-paced
For senior finance professionals who want to package decades of experience into a premium advisory offer for individuals, boards, and family offices. You leave with a clear offer in your own words, a client-facing system that respects your time, and a way to communicate with authority without sounding like a consultancy brochure.
$3,495USD · Founding · Per track$3,495 self-paced · $8,995 cohort
15
LIVE NOW
The Private Office of One
15 modules · Self-paced
For senior people who run client work, investments, and personal operations from the same desk. You leave with one calm operating system that handles all three: how client work moves, how personal admin gets handled, and how a single desk stays organized without becoming a job.
$3,495USD · Founding · Per track$3,495 self-paced · $8,995 cohort
16
LIVE NOW
The One-Banker Boutique
15 modules · Self-paced
For bankers who want to operate independently and keep doing the work they love, at a higher quality, on their own terms. You leave with a small premium boutique positioning, a pipeline that does not depend on a big-firm machine, and a practice that is easy to keep alive on a senior schedule.
$3,495USD · Founding · Per track$3,495 self-paced · $8,995 cohort
17
LIVE NOW
The Financial Board Chair
15 modules · Self-paced
For senior leaders who serve on boards and want sharper materials, calmer pre-reads, and oversight work that fits into a senior life. You leave with a system for board-grade pre-reads, the kind of questions that move a meeting, and a personal operating model for sitting on three boards without working three jobs.
$3,495USD · Founding · Per track$3,495 self-paced · $8,995 cohort
18
LIVE NOW
The Portfolio CEO
16 modules · Self-paced
For senior people who run multiple businesses, assets, or mandates at once and context-switch six times a day. You leave with a single operating system across capital, attention, and people: how priorities get organized, how decisions cross businesses, and how a portfolio gets steered instead of drowned.
$3,495USD · Founding · Per track$3,495 self-paced · $8,995 cohort
Firm-level / business operations
For small businesses and full firm rollouts · 2 programs
19
LIVE NOW
The Small Business Leverage System
15 modules · Self-paced
For owners running a small business mostly alone, who handle sales, ops, follow-up, and bookkeeping in the same week. You leave with an operating system for the parts that quietly eat your week: cleaner client communication, faster routine admin, and a calm way to use Claude that gets back five to ten hours without adding headcount.
$495USD · Lifetime$495 self-paced · $1,495 cohort · $695 mature
20
LIVE NOW
The Enterprise Leverage System
32 modules · 90-day implementation
For firms, teams, founders, and department heads who want one shared standard for how Claude gets used in client work. We install policy, a sanitization framework, custom prompt vaults for your most expensive deliverables, the 15-Minute Senior Review Protocol, training, and a written operating manual your team will actually use. Ninety days from kickoff to handoff.
Talk to usscope-priced
⟶ Included with every course
Learn on the move with The Audio Companion.
You do not have to sit at your desk for hours to get value from this course.
Every course includes an Audio Companion setup. Turn the lessons, worksheets, and prompt breakdowns into a private review experience you can listen to between meetings, on a walk, or on the way to the airport.
The course stays inside The Leverage Years. The audio layer simply helps you absorb the material faster and revisit the ideas when you are not sitting in front of a screen.
Course lessons · Worksheets · Prompt packs · Reference material
Safe to upload
- ✓Course lessons & PDF source bundles
- ✓The Leverage Years prompt packs
- ✓Blank worksheets & tool-stack overlays
- ✓Public reference material
Never upload
- ×Client documents & legal files
- ×Tax records & IRS documents
- ×Investment memos & IC reports
- ×Confidential business or PII data
Not sure which?
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Six diagnostic questions plus a short email step — then one program out of twenty, matched to your role and risk profile.
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