Start Unlocking Your Success Today
1. Earn Back Your Investment Within Your First Few Clients
2. Start Receiving Paying Clients Sooner Than You Ever Expected
3. Produce Reports That Are Defensible, Confident, and Court-Ready
4. Develop Unshakable Confidence as a New Vocational Expert
5. With our Executive Plan, Join a Growing Network of Evaluators Who Are Thriving in Private Practice
Becoming a vocational expert in the private sector doesn’t have to feel overwhelming, confusing, or out of reach. Many aspiring evaluators have the passion and credentials, but what they lack is a clear, proven roadmap to getting paid clients, writing court-ready reports, and stepping into this field with confidence.
That’s exactly why this training was created.
This program was built from real-world experience: years of testifying, writing defensible evaluations, navigating attorney expectations, and growing a thriving nationwide vocational consulting firm. Every lesson, template, and strategy inside this training reflects what actually works in today’s legal environment—so you don’t waste time guessing or reinventing the wheel.
This is more than a training.
It’s a launchpad.
You’ll learn how to pay for the cost of this program with just your first few clients. You’ll know how to attract those clients faster than you imagined. And you’ll be able to produce strong, defensible reports that attorneys trust—reports you’ll feel proud to stand behind.
Most importantly, you’ll exude confidence as a new expert in this field.
Not someday. Not eventually.
By the time you complete this program.
Whether you're transitioning from traditional rehabilitation work, stepping away from agency roles, or entering private practice for the first time, this training gives you everything you need, structure, support, community, and strategy.
Your clients are waiting.
Your expertise is needed.
Your future as a respected vocational expert starts here.
Example Curriculum
- Chapter 1
- Opening
- Welcome (1:00)
- Let's Get Started (2:28)
- EIN Registrations in your State
- What is a Fee Schedule? (0:47)
- All About Fee Schedule
- Fee Schedule Generator
- Conflicts Check
- Conflicts Checks: Pausing Before You Proceed (1:11)
- "Is this a Conflict?" Lab
- Conflicts Check Acknowledgement
- Conflict Identified: Disclosure & Next-Step Notice
- Knowledge Check
- Closing
- Chapter 4: The Gold-Standard Intake: Building Your Defensible Initial Interview Framework
- Opening
- Intake Purposes (1:29)
- Why Initial Intake?
- Initial Inquiries with Attorneys
- Intake Disclosure
- Downloadable Intake Disclosure
- Functional Questioning
- Functional Questioning Scripting
- Follow-Up Questioning Lab
- Initial Interview Template
- Knowledge Check
- Closing
- Chapter 8
- Opening
- The Defensible Vocational Evaluation Workflow (Private Law)
- The Private-Law VE Workflow™ (13-step proprietary method)
- SOAPing medical records
- Knowledge Check
- Translating medical jargon → vocational language
- Knowledge Check
- Record Review Matrix™ (how to extract vocational data from clinical files)
- Weighing Conflicting Medical Opinions I
- Weighing Conflicting Medical Opinions II
- Medical Opinion Credibility Scale
- Complex Functional Capacity Intro
- Complex functional capacity synthesis
- Knowledge Check
- Closing
- Chapter 10
- Opening
- Complex case types: stroke, PTSD, hand injuries, chronic pain
- Knowledge Check
- Specific Vocational Preparation (SVP)
- When DOT contradicts real-world job demands
- Occupations generally performed vs actually performed
- Knowledge Check
- Absenteeism and Off Task Behavior
- Knowledge Check
- Closing
- Break Session (0:46)
- Chapter 13
- Opening
- When Testing Helps/Hurts Vocationally
- Checklist
- Test-by-Test Overview (WRAT5)
- Test-by-Test Overview (RAIT)
- Test-by-Test Overview (WIAT4)
- Test-by-Test Overview (ONET Interest Profiler)
- Test-by-Test Overview (Copes, Cops, Caps)
- Test-by-Test Overview (SDS)
- Knowledge Check
- Decision Drill: Which tool would you use?
- Additional Vocational & Related Assessments (Overview Only)
- Closing
- Chapter 14
- Opening
- Advanced TSA methods (remote feasibility, hybrid analysis, hybrid DOT roles)
- Transferable Skills Scenario Trainer
- Transferable Skills Advanced Decision Tree
- Triangulation Method: Functional capacity + TSA + earnings + legal question
- Step-by-Step Triangulation Exercise & Knowledge Check
- Mock Testimony TSA
- Closing
Your Path to Becoming a Confident, In-Demand Vocational Expert Starts Here
As the creator of this training, I’ve helped new vocational evaluators transform uncertainty into confidence and start earning real income in the private sector. When you see the image beside this text, you’re looking at the person who will walk you step-by-step through report writing, client acquisition, defensible methodologies, and everything you need to take your first case. This program is personal. It’s powerful. And it works.