Academy + Live Coaching (2 seats)

This plan includes full academy access for your firm and two seats in the weekly coaching sessions. It’s ideal when you want both an advisor and a sales/appointments role trained side by side.

Who benefits:

• Medium-sized firms with two client-facing roles (e.g. attorney + intake specialist)
  

• Practices that want alignment on messaging and process between team members
  

• Firms scaling and wanting multiple team members to adopt consistent sales skills