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Elevate your value
without adding hours to your workday

LIVE EVENT

ServeFirst Foundations logo with a stylized letter 'S' and 'F' on a black background

NEXT CLASS: October 8-10th, 2025

Achieve lasting transformation in all areas of your business. Discover a process designed to increase productivity and enhance communication.

Apply to Attend

CURRICULUM

  • This exercise is a critical component to Paul Carp’s process. Foundations begins with an in-depth review of your teams numbers to answer one simple question — how much potential revenue is left lying on the floor?

  • Three words that are not only the heart of Paul Carp’s sales training, but also the key to enhancing communication and increasing productivity.

  • Engaging interactive breakout groups designed to sharpen your skills, exchange strategies, and gain actionable insights to boost your sales success.

  • Engage in practical simulations of first and second appointments, applying Paul Carpenter's SERVE methodology and leveraging the toolkit introduced during the Foundations program.

  • Master the art of objection management to overcome common client challenges, resolve hesitations, and close deals that should never be left on the table.

  • Allocated time to consult with Paul Carpenter directly, gaining personalized insights on applying his concepts to your unique situation and achieving results beyond expectation.

  • Gain exclusive access to Paul Carpenter’s proprietary toolkit — essential resources designed to empower advisors and drive measurable success.

  • Unlock a dedicated Producer Insights Link tailored for your organization, providing tools to elevate client communication and enhance the experience for both advisor and client.

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VIRTUAL

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A smiling man with a beard sitting in front of a microphone, gesturing with his hands, in a recording or podcast studio.

Mastermind is an exclusive program tailored for graduates of Paul Carpenter's SERVEFIRST Foundations program. This advanced offering includes a comprehensive suite of recorded learning modules and scheduled live virtual sessions, meticulously designed to enhance and deepen the foundational principles covered in SERVEFIRST Foundations.

Taught by Paul Carp

A smiling man with gray hair and a beard, wearing a black jacket with 'SERVE FIRST' on it, sitting with hands clasped in front of him, indoors near a window.

Paul Carpenter has helped countless businesses and professionals transform their approach to sales, leadership, and client relationships. Now, he’s offering a new way for you to tap into his innovative strategies and insights. By way of his courses, Paul guides advisors through his proven SERVEFIRST method, helping build stronger connections, master key business skills, and drive sustainable growth.