Strategic Outreach for Practice Growth

Name: Strategic Outreach for Practice Growth
Start: 2026-08-11T11:00:00+00:00
End: 2026-08-11T12:00:00+00:00

How to identify, approach, and open doors with the right prospects, using intentional outreach that builds trust before you ever make a pitch.

Who it's for:

Independent financial advisors, insurance professionals, and agency owners who want a proactive prospecting system instead of waiting for referrals and hoping the phone rings.

In this session, you’ll get:

A repeatable outreach framework that replaces cold-calling scripts with strategic, trust-based conversations
Positioning tactics that help prospects see you as a resource, not a salesperson, from the very first interaction
Specific channels and messaging approaches that consistently fill pipelines for the highest-performing advisors in the GL community

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.

Strategic Outreach for Practice Growth

Who it's for:

In this session, you’ll get:

What Leaders Are Saying:

Chase Gruening

Brad Lea

Tim Grover

Register for Free