For CPAs, attorneys, actuaries, consultants & financial advisors
Turn your expertise into sustainable growth.
Join the waitlistThe Current™ opens this fall. Join the waitlist to be first in line — and the first to know when the doors open.
Where you are now
You invested years becoming excellent at the work — and it paid off in credibility and a strong reputation. At some point, though, most successful professionals discover expertise alone is not enough to advance. Somewhere along the way, the expectation shifted, and bringing in the work became yours to do. Nothing in your training included how to do it.
The next skill
That's not a shortcoming. Like everything else you've mastered, it can be learned, practiced, and made your own. No pressure tactics needed. No becoming someone you're not.
You need a proven path to consistent, ideal-client growth at a pace you control — without sacrificing your time, your family, or who you are.
A proven path
The Current™ is a membership community for professionals who are excellent at the work and ready to build the one skill their training never covered. Inside, your growth follows five simple stages of the CLEAR Success Path™, so you always know exactly what to do next.
Five stages, one repeatable rhythm. A process that strengthens relationships, creates consistent opportunities, and helps you build a book of business that fits the calendar you already have.
Inside the membership
From "I should be doing this" to a steady stream of ideal clients — one clear step at a time.
Other professionals on the same path. Ask questions, share wins, and never feel stuck alone.
Learn a new skill and then bring your actual situations — a stalled deal, a tricky conversation — and leave with a next step.
Templates, trackers, and guides you can adapt and use today — built for a calendar that's already full.
Built for you
You mastered your craft; business development is simply the skill your training has not included. Everything you'll learn builds on the expertise you already have.
You'll grow through listening and asking good questions — not by pushing, scripting, or becoming someone you're not.
The CLEAR Success Path™ gives you a clear sequence, so you always know what to do next.
A few focused minutes between deadlines or a longer block when you have one — the plan flexes around your client work.
A note from Lisa
I built six-figure and multi-seven-figure books of business while serving clients, leading teams, and managing the demands of practice — so I understand firsthand the challenge of growing while delivering.
Here's the real reward: it didn't cost me my life to do it. I wasn't working every evening. I wasn't away every weekend. The growth came from a process I could implement in the time I had. That is the process I teach.
The end result
You don't need to become a salesperson. You need a proven path and people in your corner. That's the Current™ — a membership community where you learn the skills you need, so you can enjoy both a thriving business and a fulfilling life.
Join the waitlistThe Current™ opens this fall. Join the waitlist to be first in line — and the first to know when the doors open.