Elite Advisor Accelerator:
Double Your Business Without Doubling Your Workload
(Read Details Below)
Are you a financial advisor stuck between growth and exhaustion?
You know there’s a next level, but every attempt to scale makes it seem like you need to work more hours, take on more clients, or hire more staff.
What if you could double your revenue—without doubling your workload?
The Elite Advisor Accelerator is a proven, step-by-step system that helps financial advisors:
Attract high-value clients with ease and without relying on meetings only
Convert more prospects into premium clients—in less time
Grow their practice predictably without adding more work hours
This isn’t just more information—this is a proven roadmap to accelerate your growth without burnout, overwork, or wasted effort.
🚀 If you’re ready to scale with less stress and more income, enroll now!
Get Ready To...
Attract High-Value Clients Without Prospecting Harder
Most advisors struggle because they don’t have a predictable lead flow of premium clients. Instead, they rely on referrals and outdated prospecting strategies that aren’t scalable.
With our Client Attraction Framework, you’ll:
✔️ Generate consistent, high-quality referrals without awkward asks
✔️ Position yourself as an authority so prospects seek you out
✔️ Leverage strategic marketing to build an endless pipeline of ideal clients
Convert More Clients & Scale Predictably
Getting a meeting isn’t enough—you need a proven system to convert at higher rates and close bigger deals with less effort.
Inside the Elite Advisor Accelerator, you’ll:
✔️ Master the Frame Control & Positioning Strategy so clients commit fast
✔️ Use the Value Wheel Method to get clients to say yes with confidence
✔️ Learn the High-Ticket Closing Formula to eliminate objections before they arise
đź’ˇ This is the exact process that has helped advisors double their revenue in 12 months.
Build a Scalable, Sustainable Advisory Business
Scaling doesn’t mean working more—it means working smarter. If your business depends on you grinding endlessly, you don’t have a business—you have a job.
Inside this program, you’ll:
✔️ Implement time leverage systems to work fewer hours while earning more
✔️ Build an automated and delegated prospecting and sales process
✔️ Structure your financial planning system for higher retention and lifetime client value
This program isn’t for everyone. It’s designed for growth-minded advisors who are serious about leveling up their practice.
If you’re:
✔️ Currently making $100K-$400K and ready to break past your plateau
✔️ Willing to implement a new, proven process for scaling your business
✔️ Committed to serving your clients at the highest level while working less
Then this is the coaching experience that will transform your practice.
🚀 If you’re ready to double your business, join us today.
"I started working with Jason using this system four months ago, and the results have been incredible! I have added 97 QSs from 17 DPMs, doubled my dials YoY, and I set at least 6 new seens a week. As a result, my premium has doubled YoY. Thank you, Coach Jason!"
 – Danielle Barak, CLTC
"I started working with Jason and this system about 14 months ago. After implementing his frameworks, I have reduced my meetings by about 2.5 per client and doubled my premium production from $400k to more than $800k in less than a year. All while not adding any hours. This system has changed the way I do my business."
 –  Daniel Shahmoradian, CFP
"I’ve been working with Jason and his Great 8 formula for more than 6 years. I started with him doing $260k of premium. Six years later my practice is producing 2.8M of revenue and adding $40M of AUM every year. Hiring Jason was the best decision I have made in my business."
 –  David Miller, CFP, CLU
