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◆ The Leverage Club launches June 3, 2026 · free with any course at launch
SOV
◆ Tier 4 · Sovereign
Build your second-act platform on your own terms.
Six tracks for retired or transitioning senior professionals — partners, CFOs, CEOs, bankers, and advisors ready to monetize decades of expertise through consulting, board work, and boutique practices.
Built for · retired or transitioning elite professionals
Choose your track (Partner Emeritus, Financial Expert, Portfolio CEO, and three more). Each self-paced program is founding $3,495 · $4,995 at full price. Not sure which track? Use the six-question selector first.
Investment
$3,495 · self-paced
FREE The Leverage Club included while enrolled
Upgrades available: $8,995 advisory tier with peer cohort · private implementation with one-to-one delivery — scope-priced
Upgrades available: $8,995 advisory tier with peer cohort · private implementation with one-to-one delivery — scope-priced
Upgrades available: $8,995 advisory tier with peer cohort · private implementation with one-to-one delivery — scope-priced
01The problem
You do not need more information. You need a repeatable way to use it.
The work that quietly eats your week.
Most retired partners building a second act are not behind because they lack intelligence. They are behind because every new tool feels like another thing to manage.
This course gives you a simpler way to use Claude, without turning yourself into a technical person.
- Too much time spent on routine work
- Too many messy inputs, never the same twice
- Too much rewriting, organizing, and explaining
- Too little time left for the work that actually matters
- No clear way to use AI without feeling overwhelmed
02The promise
What the next ninety days can actually look like.
Before this course
Most weeks now
- You write the same kind of email three different ways
- You rewrite junior drafts past midnight
- You explain the same ideas to clients in slightly worse versions
- You experiment with AI tools and never go back to them
- You finish the week behind on the work that matters
After this course
Most weeks after this.
- Define what you sell now, in a sentence
- Turn old relationships into structured opportunities
- Build a premium advisory identity, slowly and well
- Run the practice without rebuilding the firm you just left
03Who this is for
This course is for you if any of these sound like your week.
02
You want a deliberate second act, not a generic consultancy
03
You want to turn relationships into a small, premium practice
+ what it is not
If you want shortcuts that remove human review, this is not it.
Every workflow assumes a professional review layer. Judgment stays with you.
04What you can achieve
By the end of this course, you can.
01.
Define what you sell now, in a sentence
02.
Turn old relationships into structured opportunities
03.
Build a premium advisory identity, slowly and well
04.
Run the practice without rebuilding the firm you just left
05What is inside
Everything you leave with , and keep.
No locked-out modules. No "platform access expires." Once you finish, you keep the binder, the vault, and the manual. The Club access continues while you stay enrolled.
Inside · 01
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The SOP Binder
A practical operating manual for how you use Claude safely and consistently, yours to keep, edit, and copy across your work.
Inside · 02
◆
The Prompt Vault
40+ practical prompts and workflows adapted to your professional context. Copy-paste, ready on Monday.
Inside · 03
◆
The Operating Manual
A fillable PDF / Word / print version of your workflow system. Hand it to a junior and they can run it.
Inside · 04
◆
Access to The Leverage Club
Included for as long as you stay enrolled in the course. Vault, briefing, live sessions, member discussions. No separate fee.
Inside the SOP Binder · 17 sections
Your operating manual.
Not a workbook. A real binder you fill in, keep on your shelf, and update once a quarter. Print it. Tape it to the wall.
- Your AI Use Policy
- Your Never Upload List
- Your Sanitization Rules
- Your Prompt Vault
- Your Review Checklist
- Your Weekly Workflow
- Your Client Communication Templates
- Your Delegation Briefs
- Your Red-Team Prompts
- Your Case Study Notes
- Your Tool List
- Your Follow-Up System
- Your Content / Authority Workflow
- Your Proposal Workflow
- Your Meeting Recap Workflow
- Your Quality-Control Checklist
- Your Next 90-Day Plan
06What you get at this tier, vs. the others
The honest comparison across all four tiers.
Every tier ladders up. You can always start lower and step up. You cannot start at IV and step down, at that level the install is in your firm, not on your desk.
What is included
I · Begin
II · Profession
III · Executive
IV · Sovereign
SOP Binder (17 sections, yours to keep)✓✓✓✓
Prompt Vault (40+ profession-specific prompts)✓✓✓✓
Written Operating Manual (PDF / Word / print),✓✓✓
The Leverage Club access (free while enrolled)✓✓✓✓
Live working sessions,limited✓✓
1:1 review or coaching,,limited✓
90-day install inside your firm with handoff,,,✓
Highlighted column · your tier · Sovereign
07The course path
A four-week, four-step rhythm.
You can finish faster. Most members do not. The cadence is built so you actually use the work, not just consume it.
01
Week 1
Sovereign audit
Identify the work only you should be doing, and the work you should never touch again.
02
Week 2
Premium positioning
Define what you sell now, in one sentence. Stress-test against three live opportunities.
03
Week 3
The operating model
Build the personal system that makes premium output repeatable, not heroic.
04
Week 4
Quiet launch
A short, deliberate launch, the kind senior people respect.
08If your firm needs this for many people
There is a private implementation for that.
Private Implementation
For boutique advisory firms, professional service firms, and senior teams that want a shared standard for AI inside real client work.
Executive kickoff, workflow audit, Never Upload Index, custom prompt vaults, the 15-Minute Senior Review Protocol, training, and a written operating manual handed to your team.
Talk to usscope-priced
Final fee depends on firm size, workflow complexity, number of teams, and timeline. Request a scope-review call and we will send a real number within a week.
View enterprise page →8AWhat you leave with
Six deliverables you can run on Monday.
Not modules to consume. Six pieces of operating infrastructure — yours to keep, edit, and run inside your own practice.
01
Board-level briefing workflow (matter, finance, IC, or practice)
02
Senior decision memo workflow
03
Cross-team operating rhythm
04
Delegation framework for the next level down
05
Internal AI policy template (firm-defensible)
06
Chief-of-staff style weekly recap workflow
8BLook inside
A short preview of the work.
Three representative modules, one sample prompt, one worksheet, one practical scene from the week of someone at your level — and one before / after.
Three representative modules
- 01Board-Level Briefing Workflow
- 02Senior Decision Memo Workflow
- 03Cross-Team Operating Rhythm
Sample prompt · copy-paste
Read these three drafts from the team on the [matter / deal / engagement]. Produce one board-level briefing: status, risk, decisions required, and assumptions clearly separated. Mark anything I should not sign yet. Hold all conclusions for my review.
Sample worksheet · Senior review checklist
- ✓Status of open items
- ✓Assumptions made by the team
- ✓Counterparty or counter-position summary
- ✓Outstanding senior questions
- ✓Senior-review sign-off
A practical scene · Sunday at the kitchen table
It is Sunday at 7 PM. The week's drafts from the team are on the table. You read the briefing your operating model produced, mark three lines you disagree with, and send the rest back to the team with one sentence of guidance. Monday starts on your terms.
8CBefore / after
What changes about the week.
Before
The way it has been.
- A senior leader's calendar overrun by other people's drafts.
After
The way it can be.
- A board-level briefing rhythm with delegation that actually delegates — for your review.
8DHow Claude fits into your work
Three ways the tool meets your week.
Three surfaces, one operating model. You use the one that fits the moment — and you never have to think of Claude as software.
Claude · Chat
A senior conversation.
A short conversation with Claude to pressure-test a board-level briefing before it goes to the committee — read the draft, identify the assumptions, surface the open questions.
Claude · Cowork
Working alongside the drafts.
Working alongside the team's drafts in Claude Desktop — opening three memos at once, producing one clean senior recap, holding every decision for your review.
Claude · Code
Structured documents, at scale.
A private second-act archive of every memo, briefing, and decision letter you have written — organized, searchable, only you and your office see it. No technical skill required; it is a structured set of documents Claude helps you keep tidy.
Claude Chat runs on any Claude plan. Cowork and Code require a paid Claude subscription (Pro / Max / Team / Enterprise) and the Claude Desktop app on macOS or Windows.
8EProfessional boundaries
What stays sacred, even with the tool on.
A senior practice has rules. The tool does not change them; it lives inside them.
- ◆Reputation, first. Your reputation is the asset. Claude is the leverage. Nothing leaves the desk that you have not reviewed.
- ◆Confidentiality. A Never Upload List is part of the course, enforced at the desk. Client trust is not negotiable.
- ◆Professional judgment. The senior person decides, every time. Claude drafts; you decide.
- ◆Review obligations. A senior review gate sits at every step. Nothing reaches a client, a committee, or a counterparty without that gate.
- ◆Internal policy. The program includes a policy template that can be adapted to your firm and defended in an internal meeting.
- ◆Client trust. No shortcut. Claude is on your side of the desk; the client sees the work, not the tool.
- ◆Human review. Required before anything leaves the desk.
- ◆Not for influencers. This is not a side-hustle, audience-building, or AI-celebrity program. The work is quiet, private, and serious. Your platform is your reputation — not a feed.
09Frequently asked
Common questions.
- Do I need any AI experience?
- Built for senior operators. No AI background assumed—your professional judgment is the prerequisite, not prompt experience.
- How long does it take?
- Get your first win in week one. Four-week core path; the full library—27 modules—is yours for life. Private implementation is a 90-day, scope-priced upgrade.
- Is this practical or theoretical?
- Practical. Every lesson ends with a copy-paste prompt, a real example, and a checklist. No "future of work" talks.
- Will this work for my profession?
- Yes. Retired partners building a second act are the audience this was built around. The workflows match the actual deliverables you produce most weeks.
- What if I get stuck?
- Every course buyer gets The Leverage Club included, there is one room inside for asking working questions, plus a written Vault. You will not be alone in a forum with strangers.
- Is it safe to use at work?
- The course includes a clear policy template, the Never Upload List, sanitization rules, and the 15-Minute Senior Review Protocol. You leave with rules you can defend in an internal meeting.
- How is this different from other AI courses?
- Most AI courses teach you to experiment. This course teaches you to apply. You will not finish with 200 prompts you forget. You will finish with one operating system you actually run.
- Can my firm buy several seats?
- Yes. For 5+ seats we offer firm pricing. For a true company-wide implementation, see the Enterprise tier ($35k+, scope-priced).
→ Enroll in Sovereign Executive (self-paced)
Build your second-act platform on your own terms.
Six tracks · one operating system · founding access for senior professionals building advisory, board, and boutique practices.
Founding $3,495 self-paced · $4,995 at full price · upgrades to $8,995 advisory / $25,000 private implementation · The Leverage Club included free while enrolled · Compare all six tracks →
Our guarantee
Complete the course, finish the 30-Day Implementation Sprint, send your first five Rolodex Activation notes, and conduct at least one advisory diagnostic conversation. If after doing all of that you have not identified a single engagement opportunity worth pursuing at your pricing level, contact us within 60 days of purchase for a full refund. The guarantee applies to the work, not the outcome — we cannot guarantee clients, we can guarantee that the system is complete and functional. What we will not do: refund the course to someone who completed the modules but never sent an outreach note or never had a call.