LIVE: Building, Growing, Scaling, Exiting

Name: Building, Growing, Scaling, Exiting
Start: 2026-08-10T12:00:00+00:00
End: 2026-08-10T12:30:00+00:00

The four-phase roadmap every advisor-entrepreneur needs to understand, from launching a practice to building an enterprise that runs without you and exits on your terms.

Who it's for:

Advisors and agency owners who want to think beyond production and start building a business with real enterprise value and a clear path to exit.

In this session, you’ll get:

Four distinct phases of a financial practice, and a clear way to identify which one you are in right now
What to prioritize at each stage so you stop solving yesterday’s problem with tomorrow’s strategy
Lessons from how Jason built, scaled, and exited multiple brands, and the decisions that made the exit possible years before it happened

What Leaders Are Saying:

Jason is a world-class leader and experienced visionary with a passion for helping individuals and business owners to realize their full potential. If you’re trying to level-up your business, expand into new markets, better lead your team, or develop a successful marketing plan, Jason Mickool has the tools and know-how you need to succeed!

Daniel Raps

Regional Vice President, Financial Advisor

Coach Burt is the coach of all coaches. There is no better words to describe you than prey drive.

Sharon Lechter

Co-Author of Rich Dad, Poor Dad & Multiple NYT Best Selling Author on Finance

Michael Burt is the real deal when it comes to coaches. He will teach you how to build, grow, scale, and get major spikes in your business like no other.

Grant Cardone

Where to watch live:

Register for Free

Replay access available for Greatness Lab Members