Year-End Reset and Strategic Positioning

Name: Year-End Reset & Strategy Positioning Dec 8 | Greatness Lab
Start: 2026-12-08T11:00:00+00:00
End: 2026-12-08T12:00:00+00:00

The advisors who win next year start planning now. Close out the current year with clarity and enter the new year with a strategy, not just a resolution.

Who it's for:

Independent financial advisors, insurance professionals, and agency owners who want to use the final weeks of the year to set up a stronger, more intentional start to the year ahead.

In this session, you’ll get:

A year-end audit process that identifies what worked, what stalled, and what needs to change before January
Production goals and strategic priorities grounded in real capacity, not wishful thinking
Positioning moves you can make in December that put you ahead of competitors who wait until January to start planning

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

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

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

Register for Free

Replay access available for Greatness Lab Members