Follow-Up Systems That Convert

Name: Follow-Up Systems That Convert
Start: 2026-05-12T11:00:00+00:00
End: 2026-05-12T12:00:00+00:00

You already know follow-up matters. The problem is not awareness. It is that most advisors follow up without a system, so they either chase too hard, wait too long, or quietly let warm prospects go cold. This session gives you a structure that turns follow-up from a chore into a closing machine.

Who it's for:

Advisors who are generating conversations but watching too many of them stall out before a decision gets made.

In this session, you’ll get:

A follow-up cadence built for financial services, including how many touches, what to say in each one, and when to stop
The difference between follow-up that feels like pestering and follow-up that positions you as the obvious choice
How to build a simple system around your pipeline so nothing falls through the cracks, even when you are busy with production

What Leaders Are Saying:

Jason is not your typical speaker. His no-fluff, no-nonsense approach is backed by real systems and real processes. He teaches from a place of doing, not theory, and challenges people to expand how they think and execute.

Chase Gruening

Founder & CEO of GHW

Nobody in the world packages and delivers coaching content better than Coach Burt. He's spent his lifetime studying and breaking down concepts.

Brad Lea

Even those performing at such elite levels will benefit tremendously from the knowledge provided by Coach Burt.

Rob Luna

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