LIVE: Negotiating and Closing

Name: Negotiating & Closing Deals Nov 9 | Greatness Lab
Start: 2026-11-09T12:00:00+00:00
End: 2026-11-09T12:30:00+00:00

The deals you lose are rarely about price. They are about positioning, timing, and the ability to guide a conversation to a confident decision.

Who it's for:

Independent financial advisors, insurance professionals, and agency owners who want to close more business without discounting, pressuring, or losing control of the conversation.

In this session, you’ll get:

A negotiation framework that keeps you in control while making the prospect feel heard, not cornered
Reading buying signals accurately and knowing exactly when to move from conversation to commitment
Closing language that turns “let me think about it” into a signed agreement, used by advisors who consistently close at two to three times the industry average

What Leaders Are Saying:

Jason is a true leader, someone who understands the financial services industry at a deep and meaningful level and knows how to translate that knowledge into real growth. In my entire career, I have never seen a firm grow in every single measure the way that Florida Financial Advisors has.

Mike Vietri

Chief Distribution Officer for AmeriLife

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

Rob Luna

Wealth Expert

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

Sharon Lechter

Where to watch live:

Register for Free

Replay access available for Greatness Lab Members