Elite Advisor LaunchPad:
12 weeks to more leads, better clients, and a full pipeline.
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Are you a financial advisor who needs more leads—but doesn't want to waste time cold calling or asking in every meeting?
You know your practice has potential, but your calendar isn't full of the right conversations.
You're hustling… but it feels like you're spinning your wheels. And it feels impossible to hit your weekly goals for leads and meetings.
What if you could fill your pipeline with qualified prospects—without working harder or guessing what to do next?
The Elite Advisor Launchpad is a proven, step-by-step system that helps financial advisors:
Attract high-value clients with ease and without relying on meetings only
Create urgency with prospects—to they become clients faster.
Grow their practice predictably without adding more work hours
This isn’t just more information—this is a proven roadmap to accelerate your pipeline and leads 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 Instead, they rely on referrals and outdated prospecting strategies that aren’t scalable.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
Engage Ideal Prospects with Messaging That Opens Doors
Most advisors fail to book enough first meetings—not because of a lack of effort, but because their invites fall flat. Generic outreach and vague introductions repel high-value prospects instead of pulling them in.
With our Enticing Invite Formula, you’ll:
✔️ Craft a compelling Signature Statement that sparks curiosity
✔️ Use the Enticing Invite to turn cold contacts into warm calls
✔️ Book more meetings with decision-makers—without sounding salesy or needy
💡You’ll stop chasing prospects… and start having conversations that convert.
Qualify the Right Clients—Fast
Too many advisors waste time on prospects who can’t afford their services, aren’t ready to commit, or simply aren’t a fit. Without a qualification process, your calendar fills up—but your pipeline stalls.
With our QualCall System, you’ll:
✔️ Identify serious buyers in the first 15 minutes
✔️ Filter out unqualified prospects—without guilt or awkwardness
✔️ Lead confident, structured conversations that position you as the trusted expert
The result? Fewer time-wasters. More ideal clients. And a calendar that converts.
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 pipeline, 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
