FREQUENTLY ASKED QUESTIONS

Answers to the questions

senior brokers actually ask.


Four clusters covering the questions that come up most before enrollment. If something isn't covered here, a 30-minute strategy call will answer it faster than any FAQ page can.

 About The Programs →

Choosing A Tier →

Pricing →

Working With Jeff →

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Which tier is right for me?

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What does founding pricing actually mean?

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I've tried self-paced before and never finished.

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What's the time commitment per week?

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About The Programs

Choosing A Tier

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About The Programs


What is Solo OS?

Solo OS is a 22-module operating system for senior solo CRE brokers. It covers five phases — Foundations, Business Development, Core Operations, Scalable Growth, and Legacy & Renewal — and is delivered across three tiers: Online (self-paced, Phases 1–3), Group (cohort-based, Phases 1–4), and Personal (fully customized, all five phases). The curriculum is K.I.P.-gated, meaning you progress by demonstrating Knowledge, Implementation, and Performance at each stage — not just by completing modules.

Team OS is an 18-module operating system for brokerage team leaders. It covers six phases — Foundations, Financial Architecture, Client & Relationship Systems, People & Talent, Marketing & Authority, and Operating Independence — and runs one-on-one as the Team OS track on the Personal tier, on a defined coaching cadence. It's designed to eliminate what I call the Fragility Tax: the structural risk that the practice can't function without the team leader in the room every day.

Team OS is an 18-module operating system for brokerage team leaders. It covers six phases — Foundations, Financial Architecture, Client & Relationship Systems, People & Talent, Marketing & Authority, and Operating Independence — and runs one-on-one as the Team OS track on the Personal tier, on a defined coaching cadence. It's designed to eliminate what I call the Fragility Tax: the structural risk that the practice can't function without the team leader in the room every day.

Most CRE coaching programs are built by brokers who teach what worked in their own practice. Solo OS is built from the client side — 36 years of deciding which brokers won mandates and watching what separated the $400K producer from the $1.5M producer at the same firm. The frameworks aren't a broker's production tips. They're an observational record of what the best producers were actually doing, codified into systems any senior broker can install deliberately.

For Online and Group, the standard pace is six months. K.I.P. gating means you can move faster if your implementation work is strong — some brokers complete the curriculum in four months. You can also move slower if life gets in the way; the gates wait for you. For Personal, the timeline is customized to your diagnostic from the Business Blueprint session.

STILL HAVE QUESTIONS?

A 30-minute strategy call will answer

anything this page didn't.

No pitch. No pressure. Just a diagnostic conversation about where you are, what you're working on, and which tier — if any — is the right fit. About 60% of calls end with me recommending something other than Personal.


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HONEST TIER RECOMMENDATION