Generative AI could add trillions in annual value, most of it in knowledge work.
McKinsey, The economic potential of generative AI
of AI users say it helps them save time and focus on their most important work.
Microsoft, Work Trend Index
Most leaders expect generative AI to reshape how their organization works.
Deloitte, State of Generative AI
“My client recaps now sound like my best Tuesday, every day.”
I was rewriting the same email three ways every week. The Leveraged Wealth Advisor system gave me one workflow I run before coffee. Sharper, faster, and it still sounds like me.
Not sure where to start? Take the quiz.
4 questions. Get your first course recommendation in about 60 seconds. No email needed to see it.
Every course includes the full operating system.
SOP Binder
A 17-section operating manual you can follow, adapt, and hand to your team.
Prompt Vault
More than 40 profession-specific prompts, written for your real documents, not toy examples.
Clean Room Protocol
A clear method for practicing on real style without ever exposing live client data.
The Leverage Club
Included while enrolled. Your weekly practice ground with other serious operators.
Operating Manual
A fillable PDF, Word, and print version of your system. Hand it to a junior and they can run it.
15-Minute Senior Review
A short, real checklist so nothing ships without your final human sanity check.
Three ways professionals put this to work.
Pick the track that matches your work. Each one is a real course with workflows you can run this week, with the review kept firmly on your desk.
Move faster on routine legal work without giving up judgment.
Six things you accomplish in the first weeks, not six things you sit and watch. Each one is a workflow you can run Monday, with the review kept firmly on your desk.
Matter Recap Workflow
Turn rough intake notes into a structured recap with issues, facts, and next steps.
Client Update Workflow
Draft clear, plain-language client updates that hold up to a partner read.
Research Note Workflow
Structure research into a usable note, with your citations and your judgment intact.
First-Draft Memo Workflow
Get past the blank page with a first-draft memo you shape into your own.
Senior Review Checklist
A 15-minute checklist that keeps your review fast, but real, before anything ships.
Confidentiality Boundary Checklist
Aligned with ABA Opinion 512, so you always know what stays off a public tool.
Intake notes at 9am. A client-ready matter recap by 9:20am.
The real estate bundle for serious agents.
Three focused courses that turn AI into a quiet assistant for your listing copy, client education, and higher-end positioning. Built for agents who already have leads and want more leverage, not more hacks.
The Small Business Leverage System.
A concrete, owner-led way to connect AI to your weekly calendar, staff, and cash. Built for small firms that already sell real work and want more done without burning out the owner.
- Owners of small firms with real revenue
- Delivery and admin work that repeats weekly
- You want a frame you can run yourself
- Idea-stage founders without a stable offer
- Teams that want to auto-send with no review
- Large enterprises needing heavy compliance
Built for owners who still sign the checks and the emails.
Most senior professionals do not need another course library. They need a plan.
Get The AI Playbook for Senior Professionals, a short framework and the exact Claude prompts experienced advisors use to turn decades of experience into client-ready work. Free. No hype, no shortcuts.
Pick the course that speaks your language.
These are not generic AI lessons. Each course is built around the real documents, reviews, and client moments that define your week.
The Leveraged Attorney
Real help with research, drafting, and client materials, with a clear rule for what stays with the human.
The Leveraged CPA
For finance pros who spend half their week rewriting emails, cleaning reports, and re-explaining numbers.
The Leveraged Consultant
A calmer way to get the answers out of your head and in front of clients.
The Leveraged Deal Professional
Read fast, write clearly, and never miss the question that matters in the meeting.
The Leveraged Wealth Advisor
Polished, compliant, human-sounding client communication on a tight schedule.
The Leverage Starter
A quiet starting point for people who have heard about AI for a year and still have not used it.
Not sure which fits? Use the quiz, or pick the card closest to how you actually spend your time.
The Leverage Club.
Low stakes, high repetition, with other operators who are also using AI for serious work. Included while enrolled with any core course.
Weekly practice
Simple challenges you can run in 30 minutes. Rewrite this update. Clean up this note.
Profession rooms
Rooms where operators share Clean Room examples and prompts that survived client review.
Live Q&A
Bring a sticky use case, set the guardrails, and see where AI should stop and you take over.
Start with a free briefing.
If you have never taken an AI course before, start with something small and specific. Short, plain-language primers you can use the same week.
You Are Underleveraged
You are still doing work far below your pay grade. This read names the quiet frustration you already feel, and shows the gap you can close.
Read briefing -> FreeYour First Useful Claude Session, Over 40
You are not too late and you are not too old. Follow a few plain steps and get one useful result on your very first try.
Read briefing -> FreeThe Never Upload List
Worried about client data? Good. Here is the short list of what you never put into an AI tool, so you can start using one with confidence.
Read briefing -> FreeThe Monday Morning Prompt Pack
A handful of prompts you can copy and use before your first coffee. Try one, watch it work, and see what an hour of your week could look like.
Read briefing -> FreeYour Four Minute First Review
Give it four minutes. This short, no pressure exercise gives you a real win and proves the method works on your own work.
Read briefing -> FreeWhy Claude for Senior Work
New to all of this and not sure what to even use? Here is the plain reason senior professionals reach for this tool, with no jargon required.
Read briefing ->See how real firms are using this.
Not hypothetical examples. How operators like you rewired a part of their week using Claude and clear rules.
How small businesses run on AI
A service business owner turned scattered email threads and job notes into a simple set of AI-assisted checklists the whole team uses.
See how one owner used the Small Business Leverage System to turn repeat client work into templates and review steps everyone can follow, without handing decisions to a bot.
How this compares to common options.
You can get prompts anywhere. What you are really buying here is structure, review habits, and work that matches your profession.
What this looks like in real executive work.
One concrete example, from scattered threads to a clean board briefing, so you can see where Claude fits and where you still decide.
Board briefing from scattered threads
You give Claude a week of Clean Room-safe notes, threads, and deck fragments. It returns a structured briefing with assumptions, numbers, and open questions cleanly separated.
One-page board memo
A single page in your usual format. The course annotates what came from you, what Claude drafted, and what you would sharpen before it reaches the room.
15-minute senior review
Before it circulates, you run a short checklist. Assumptions are labeled. Nothing is overstated. The story matches the numbers. Fast, but real.
The 12-minute board briefing
See the exact workflow. This briefing shows how a senior finance professional turns scattered notes into a clean board-prep memo using one recap pattern.
Read the briefing →A ladder for the way you work.
Whether you are testing your first AI habit or redesigning how a firm runs, there is a level that fits. You move up when the work, not the hype, demands it.
For operators who want a safe, guided first set of wins using Claude in real work, with no client-data risk.
The Leverage Starter
$199A quiet first step for anyone who has heard about AI for a year and still has not used it.
See course →AI Email Assistant
$95Clear your inbox faster with replies that still sound like you wrote them.
See course →Practical OpenRouter
$149Reach many AI models from one place and pick the right one for each task.
See course →AI Slide Decks
$195Turn rough notes into a clean deck you can stand behind in the room.
See course →The Leveraged Sales Pro
$195Draft sharper outreach and follow-ups without losing your own voice.
See course →AI Proposal Writing
$245Write proposals and scopes of work in less time, with fewer rewrites.
See course →Claude Cowork
$295Sit down with Claude and get real work done, side by side, in one session.
See course →Profession-built courses for people who write, review, and advise for a living, and want AI to help without risking trust.
The Leveraged Attorney
$395Move faster on routine legal work and keep the review on your desk.
See course →The Leveraged CPA
$395Cleaner client emails, recaps, and reports for finance pros on a tight week.
See course →The Leveraged Consultant
$395Get the answers out of your head and in front of clients sooner.
See course →The Leveraged Deal Professional
$395Read faster, write clearly, and never miss the question that matters.
See course →The Leveraged Wealth Advisor
$395Warm, compliant client notes and follow-ups on a tight schedule.
See course →AI for Physician Notes
$395Turn visit notes into clean documentation you still read and sign off on.
See course →The Leveraged HR Professional
$395Policies, postings, and people notes drafted with care and less rework.
See course →AI for Project Managers
$395Status updates, plans, and recaps drafted so you can focus on the work.
See course →The Leveraged Nonprofit Professional
$395Grants, reports, and donor updates that hold up, in less time.
See course →AI for Architects & Interior Designers
$395Draft proposals, specs, and client notes without eating into design time.
See course →Claude Code Confidence
$395Get comfortable using Claude Code for real work, one clear step at a time.
See course →Automate One Thing with Claude Code
$395Pick one repeating task and hand it off cleanly, start to finish.
See course →Turn Experience Into Income
$395Turn what is in your head into something clients can actually buy.
See course →Three focused courses for agents who already have leads and want more done in the same hours. Buy the three together for $888 and save $297.
Leveraged Real Estate Agent
$395Clean up listing remarks, showing notes, and buyer messages, and standardize your materials.
See course →Leveraged Real Estate Authority
$395Build reusable market explainers and turn market noise into calm, client-ready narratives.
See course →Leveraged Real Estate Luxury Advisor
$395Refine how you speak to higher-end clients and prepare sharper briefs for luxury listings.
See course →For firms that want a shared way to use Claude across people, not just one person.
The Small Business Leverage System
$495Connect AI to your calendar, staff, and cash without burning out the owner.
See course →The Enterprise Leverage System
$2,500Bring AI use out of the shadows and into one shared standard for the firm.
Request enterprise info →Deep tracks for senior executives who want AI wired into how they run teams, reviews, and strategy, not just their own inbox.
Leveraged Executive: Finance
$1,495A premium operating model for senior finance leaders.
See course →Leveraged Executive: Deal
$1,495A disciplined, premium approach for senior deal professionals.
See course →Leveraged Executive: Consulting
$1,495Move from busy senior consultant to genuinely effective.
See course →Leveraged Executive: Wealth
$1,495A better operating model for senior client communication.
See course →Apply-only tracks for principals building advisory-style practices, holding companies, and portfolios with real complexity.
Partner Emeritus
From $3,495Turn your final chapter into your most valuable one.
Request invitation →Financial Expert
From $3,495Turn deep finance experience into a premium advisory practice.
Request invitation →Financial Board Chair
From $3,495Better board materials, sharper oversight, calmer decisions.
Request invitation →Portfolio CEO
From $3,495A clean operating model across several businesses at once.
Request invitation →Sovereign tracks for principals.
Deep programs for partners, principals, and founders building advisory-style practices and complex platforms. The work focuses on board packs, deal reviews, letters, and the quiet memos that move real decisions. Every track is apply only, so the group stays small and the work stays specific.
I built these courses after watching smart, senior people quietly give up on AI. Not because they could not learn it, but because what they saw was party tricks and half-truths, not tools they could trust in front of a client or a board.
My view is simple. Discipline beats hype. If you already know how to run a case, a client, or a company, you do not need someone to tell you AI is magic. You need a clean way to plug it into the work you are already responsible for, with clear limits and clear review.
The Leveraged Years is built for that. You will not see huge promises or fake numbers. You will see 37 courses, a Clean Room, repetition, and a quiet focus on first useful wins. If you are not sure where to begin, start small and precise.
The questions senior professionals actually ask.
If you already work in a clear profession, start with the course that matches what you do all week. Attorneys start with The Leveraged Attorney. CPAs and finance pros start with The Leveraged CPA. Advisors, consultants, agents, and other operators do the same. These are built around your actual documents and reviews.
If your role spans many hats, or you are still building AI habits, the Leverage Starter or Turn Experience Into Income is often a better first move. If you are still not sure, use the quiz. It asks about your day, not your job title.
You keep access to the course videos, prompts, checklists, and templates for the life of the course. You can come back to modules, download the materials, and reuse the patterns as your work evolves.
You also keep the review habits. The Clean Room, the first review checklist, and the simple rules for what AI can start and what you must finish are meant to become part of how you work.
Yes. The Leverage Club is included while enrolled with any core course. When you join a core course, you get access to the Club as long as that enrollment is active.
If you want to stay in the Club after that, you can keep it as a standalone at $49 per month. Many people keep one or two courses as their library and use the Club as their ongoing practice ground.
We assume your work is sensitive. The courses teach you to use a Clean Room method so you never upload live client data, contracts, or account specifics into a public AI tool. You practice with redacted examples, older materials, or safe composites.
We show you exactly what should never go into a shared model, and how to mask it if you want realistic structure. For firms with stricter rules, we talk through how to use Claude in environments that respect your existing confidentiality. You stay in control.
You can do good work in several tools. We focus on Claude because in practice it handles long, complex documents, recaps, and professional tone very well. It is strong at reading and structuring messy inputs like notes, drafts, and board packs.
Claude is also strict about what it will and will not do. That lines up with how senior operators think about risk and tone. The patterns you learn here transfer to other models where they make sense.
A prompt pack hands you lines to paste. It rarely shows you how to connect those lines to your calendar, your review process, and your domain. These courses start from your weekly work: intakes, drafts, recaps, memos, decks, and emails.
We also spend real time on the you still review steps. You get checklists, examples, and side-by-side comparisons so you can train your eye to spot weak output and fix it fast.
The quiz does not ask are you in marketing or finance. It asks what you actually produce and who you are responsible to. Do you sign off on client materials. Do you manage a team. Is your week more approvals or more creation.
Behind the scenes, each course is tagged to certain patterns. The quiz maps your answers to those patterns and ranks the courses that fit best, usually one clear recommendation plus a couple of close options.
If you are certain you only want help with one slice of your work, the single course is fine. Start there, get your first wins, and see how it feels.
If you serve a mix of price ranges, want to grow authority in a local market, or plan to add luxury clients, the bundle usually makes more sense. Buying the three together costs less than picking them one by one later.
It is built for owner-led firms with enough work to feel busy, but not so large that you have a whole internal enablement team. Think from a few people up to a few dozen.
If you are solo and still finding product-market fit, an individual profession course or the Leverage Starter may fit better first. If you run a large organization, the Enterprise Leverage System will fit better.
Sovereign tracks are apply-only programs for principals who already sit in roles like partner, board chair, family-office lead, or portfolio CEO. They are trying to scale judgment, communication, and review across many clients, companies, or assets.
The work focuses on board materials, investor communication, platform design, and how AI can sit quietly behind those decisions without ever front-running them.
If you follow the steps, you should see a first useful, safe win inside your first week. For most people, that is something small but real. A better recap. A draft email cleaned up in a few minutes.
We do not count toy examples. A win here is something you could show to a client, partner, or boss after a short human review and feel good about.
If you realize within a short time that you picked a course that does not match your role, reach out. In many cases we can move you to a more suitable course.
You can also hedge by starting with the quiz or an Entry-tier course. Those give you broad patterns that apply to many roles, so the risk of mismatch is lower.
Yes. Many firms buy several seats for a practice group, team, or small leadership circle. For small groups, you can purchase multiple enrollments and assign them.
For larger teams, it often makes sense to talk about the Firm tier or Enterprise Leverage System. The best firm results come when a few senior operators go first, set the tone, then bring others in.
Yes, if you train it that way and keep your review habit. The courses teach you how to feed Claude examples of your tone, structure, and preferences inside a Clean Room. You also see side-by-side comparisons so you notice where the voice drifts.
You still decide what ships. AI can get you 80 percent of the way faster, but that last 20 percent is usually your judgment. The goal is not to erase your voice. It is to give you more chances to use it where it matters.
Briefings are short, focused primers. They are free and answer one concrete question at a time, like what should I never upload or how do I run my first real Claude session.
The paid courses go much deeper. They connect those small ideas into a full pattern that fits your profession, with examples, templates, and review habits.
Anthropic teaches you how Claude works in general. That is a good place to learn the tool. These courses are different. They give attorneys, CPAs, advisors, and business owners the specific document work, review habits, and privacy rules to use Claude safely on real client work.
You practice on the exact recaps, memos, and reviews that fill your week, not toy examples, with a clear rule for what stays with the human. That is what turns a free tutorial into work you can actually sign your name to.