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Get both academies

Master both client conversations and never turn a case away. Both complete academies for $149 instead of $198 โ€” save $499ย 

What's included

  • 9 on-demand modules with proven agent scripts built on the Cialdini principles of ethical persuasion.
  • The Three-Bucket Tax Vulnerability Diagnostic to use free in discovery.
  • The CPA Technical FAQ sheet (IRC ยงยง 7702, 101(a), 72(e), 264) to disarm accountant objections.

What's included

  • 9 on-demand training modules with word-for-word agent scripts.

  • The Retirement Lifestyle Gap Assessment framework for discovery calls.

  • The CPA Objection FAQ sheet, so you stay in control when the accountant pushes back.