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130 industry playbooks · $30 once · lifetime

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Describe your business below — or scroll to browse. Every curriculum is hand-written for its vertical: pricing, scripts, calculators and channels are native to your industry.

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The Financial Advisor Growth System — Premium Edition — Clozo Academy 90-day revenue growth course
90-day·12 modules

The Financial Advisor Growth System — Premium Edition

A $997+ premium execution curriculum designed specifically for financial advisors, wealth managers, and RIA owners. Covers niche domination, seminar marketing systems, CPA/attorney referral alliance architecture, offer design with pricing psychology, compliant digital marketing, discovery meeting mastery, retirement planning specialization, client review systems that drive retention, fee-based model transitions, SEC/FINRA compliant growth frameworks, and scalable team systems. Every day includes verbatim scripts, exact templates, step-by-step SOPs, real-world case studies, behavioral economics principles, 15+ methods per day, exact tool configurations (eMoney, MoneyGuidePro, Salesforce, Redtail, Holistiplan), and psychology frameworks. Built for advisors managing $50M-$500M AUM who are ready to double their practice in 12-18 months.

10+ objectives0 calculators
The Law Firm Growth System — Premium Edition — Clozo Academy 90-day revenue growth course
90-day·12 modules

The Law Firm Growth System — Premium Edition

The Law Firm Growth System Premium Edition is an intensive, day-by-day execution curriculum designed exclusively for attorneys and law firm owners committed to premium practice growth. Over 90 days, participants execute proven systems in practice area dominance, intake optimization, flat-fee productization, case value engineering, referral network monetization, and operational scaling. Every day delivers a 3,000-5,000 word masterclass, a 30-60 minute implementation worksheet, video script, SOP reference, calculator, and done-for-you template. Includes 150 marketing hooks, 26 objection handlers, 90 video scripts, 10 SOPs, 10 templates, 5 detailed case studies, 12 module quizzes, 5 advanced modules, and 12 specialized calculators. Built for personal injury (33-40% contingency), family law ($3,000-10,000 retainer), estate planning ($500-3,000 flat fee), business law ($300-600 hourly), and criminal defense ($2,000-10,000 flat fee) practices.

0+ objectives0 calculators
Course Catalog — All 132 Industry Playbooks | Clozo Academy