In short, no. Our training page lays out the cost of each Phase of the training. When you come under Paterson’s license agreement, you commit to paying Paterson a license fee for each client engagement. This license fee is 15% of revenue or a minimum fee ($499 for StratOp; $299 for LifePlan) per client engagement. The fee covers your license with Paterson and also our transcription of your work onto our online platform (your client then receives their Online Playbook). The only caveat to this is that in Phase 5; we allow you to pay the cost of Phase 5 through increased license fees (50%) until that total is paid off (i.e. you pay-as-you-go for that Phase). You can of course pay in full for Phase 5 if you would prefer that (and we extend a 10% discount if Phase 5 is paid in full upfront).
In addition to the license fee, are there any additional ongoing fees to Paterson?
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Are the in-person training dates for Phase 4 fixed? Or are they set based on my availability?
11 March 2020
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What should I expect to charge a client? Is there a prescribed price or are there guidelines?
11 March 2020