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FAQs - Frequently Asked Questions

What is your product or service all about?   

We have three products:  the CLA designation, the FAST sytem, and the HIVE community… Think of the CLA course as a distillation of 25+ years of lending experience into a education that helps to transform the way you think about what you do and how you deliver what you do to the consumer in a new way.  Think of the  FAST program as a course that takes what you learn in the CLA and builds a network of referrals from financial advisors.  The HIVE community is an invitation only coaching model we created for our CLA and FAST students who want to keep learning and be part of a like-minded community that moves this from insights into deep understanding.

What is the ROI (Return on Investment) of earning a CLA, or FAST designation? 

This question has so many answers, but it varies by student.  While you can’t put a price on education, that’s true only if that education provides a measurable return.  That return can be personal (more confidence, capacity and capability) and that leads to a business return (higher conversions, more referrals and increased income).  The CLA give you the above returns, while the FAST is for those that want to build a totally new layer of business to drive higher income from new referral sources.  The maximum ROI combination is completing the CLA and then FAST.

What makes this program unique?

Very few people love to build business and teach people how they built a Billion mortgage company and took it public as an IPO or became the #1 consultant in the US for financial institutions building a mortgage business after being a financial advisor.  I have distilled 30 years of what I’ve learned into pieces that you can emulate and expand upon to transform your mortgage or lending business for a few thousand dollars.

What do others say about your program?

The point here is that they are saying it, so take the time to watch ‘all’ the testimonials and read all the quotes.  These are people just like you that are investing in themselves now.

What payment methods do you accept?   

We take PayPal, all major credit cards, we can direct bill/invoice your company for payment via credit card or check.

Do you have a payment plan?   

We allow you to spread your tuition over 12 months in equal installments if you wish to do so.

How does the course work, and how long does it take? 

The CLA designation is all recorded and online for you to take at your leisure.  There are questions you must pass for the main course, but you can take the test as many times as you like.  We recommend you complete it in 30 – 90 days.  30 days will take you about 45 minutes a day, whereas 90 days will take you about 1-2 hours a week.  The FAST program is also recorded, and it has two parts… you can complete the course quickly, but the approach is experiential and designed to help you transition your business over 12 months to receive 35% of more of you referrals from (agents, accountants and advisors).

How do you support me as a student? 

You have direct access to the course creator via email while you are taking the course.  In addition, you are invited to CLA mastermind groups for FAST and HIVE students.  You’ll have the entire coursebook, supporting materials, and a CLA private group page.  We respond quickly and thoroughly. Upon graduation you will be invited to join our non-profit at

Are there additional costs? 

The CLA designation and the FAST program are one-time charge.  If you are invited to join the HIVE community there is a monthly charge for that after graduation.

Do you offer a guarantee?

Yes, if you complete the CLA designation program and you don’t feel it was worth your investment, I’ll refund your entire tuition.

Do you offer discounts or coupon codes?

We will sometimes discount our CLA $1,499 tuition if we are being supported by a third party offering, or a group purchase for corporations.  We also do ‘study group’ discounts where you and/or others come together to form a group and we’ll offer all parties a $999 tuition to support a study group.  We also will bundle the CLA/FAST together as a reduce one time promotion upon request.

Will you talk to me directly about the program?

Yes, if you reach out directly about your goals and objectives, I’ll do a personal call to speak with you about how the program may fit particular needs you have.

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