The advisor who built, scaled, and exited. Now showing others the path from stuck producer to platform owner.
Meet Jason
Speaker Snapshot
Built Florida Financial Advisors into a 6-brand financial services platform with $5 billion in assets under advisement and 700+ advisors. Sold 60% to Amerilife. Now helps advisors transform practices into scalable platforms.
Speaker
Sought after by leading financial services speaking platforms. Advisors leave with the roadmap to build practices worth buying, scale into platforms, and transform into the leaders their businesses need.
Platform Builder
Built 6 brands under Florida Financial Advisors from scratch. Scaled to $5 billion in assets under advisement and 700+ advisors. Hasn't run a client meeting in six years because his systems run it.
Serial Founder
Founded Greatness Lab to help advisors own their futures. Launched Take The Power Back to connect students with entrepreneurial careers. Same mission: remove the gatekeepers. More on the way.
Jason speaks at conferences, leadership retreats, and sales kickoffs where financial advisors and insurance professionals are ready to think bigger about their businesses.