Inside Catalyst: Building Professional Excellence Through Structured Training
The Program Evolution
Since its launch, Catalyst has rapidly grown through two successful waves of 40 members each. This carefully structured program represents the culmination of seven years of training development and real-world experience in building professional partnerships.
Community Structure
The platform operates through four main pillars:
- Interactive Community
- Member introductions and networking
- Success celebration sharing
- Collaborative problem-solving
- Real-time support and guidance
- Comprehensive Classroom
- Seven detailed training modules
- Step-by-step implementation guides
- Downloadable resources and templates
- Process documentation
- Regular Calendar Events
- Three weekly group sessions
- Collaboration calls
- Marketing best practices
- Implementation support
- Proprietary Technology
- Client information questionnaires
- Diagnostic tools
- Virtual family office access
- Planning platforms
Training Focus Areas
The program covers essential elements of practice development:
- Elite performance foundations
- Virtual family office leveraging
- CPA partnership development
- Advanced planning integration
- Marketing strategies
- Implementation systems
The Support System
Members receive comprehensive resources:
- Engagement agreements
- Revenue sharing guidelines
- Confidentiality documents
- Marketing materials
- Implementation tools
Controlled Growth Strategy
To maintain quality and provide focused support:
- Limited to 300 total members
- Released in 40-member waves
- Active participation requirements
- Waiting list management
- Commitment verification
This structured approach ensures members receive the attention and support needed to successfully transform their practices through professional partnerships and advanced planning capabilities.
