Mid-Year Practice Recalibration

Name: Mid-Year Practice Recalibration
Start: 2026-07-07T11:00:00+00:00
End: 2026-07-07T12:00:00+00:00

Half the year is gone. Whether you are ahead of pace or behind it, this is the session where you stop, look at the numbers honestly, and build a second-half plan that accounts for what actually happened, not what you hoped would happen in January.

Who it's for:

Advisors who set goals at the start of the year and want an honest checkpoint before the second half starts, whether to double down on what is working or fix what is not.

In this session, you’ll get:

A structured mid-year review framework you can run on your own practice in real time, covering production, pipeline health, time allocation, and the gaps between where you are and where you planned to be
How to diagnose whether you have a strategy problem, an execution problem, or a focus problem, because the fix is different for each one
A second-half game plan template that prioritizes the two or three moves most likely to close the gap, instead of a long list of resolutions that will not survive August

What Leaders Are Saying:

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

Rob Luna

Wealth Expert

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.

Chase Gruening

Founder & CEO of GHW

Very few in the world are as qualified as Coach Micheal Burt to activate the prey drive in people to pursue their potential.

Ed Mylett

Register for Free

Replay access available for Greatness Lab Members