Private engagements

Work with Jason

Engagement start at $32,500

For agency owners and leadership teams in insurance and financial services who want Jason’s direct help building an agency that can scale, and one that is worth more when the time comes to sell.

Ways to work with Jason

Choose how you work together

Every engagement is built around your agency and where you want to take it.

Coaching on the Jet

Your executive team flies with Jason on his private jet, works through your agency’s growth plan in the air, has lunch at Jason’s restaurant, and flies home the same day. Up to nine seats.

$65,000 plus flight time

Half-Day Executive Intensive

Your leadership team meets Jason in Tampa and applies the four phases from Built to Lead, Built to Scale to your agency. You leave with a plan.

From $32,500

Founders Roundtable

A small group of agency owners who meet with Jason four times a year.

About $26,000 per owner per year

Agency Scale Review

A 90-minute review of your growth, recruiting, and operations with Jason and the Greatness Lab team, followed by a written roadmap.

Priced on time at Jason's $65,000 day rate, including preparation and follow-up

rivate Recruiting Workshop

A recruiting workshop run privately for your team.

Priced on time at Jason's $65,000 day rate, including preparation and follow-up

Jason at Your Event

Jason speaks at your kickoff, leadership retreat, or annual meeting, and shapes the talk around what you want your people to leave with.

From $65,000 per day plus expenses

How it works

Three Steps

Send a request

Tell us about your agency and what you need the most help with.

Talk with Jason's team

Within two business days, someone from Jason’s team calls to learn about your goals and which engagement fits.

Meet with Jason

If it is a good fit, you meet with Jason and agree on the engagement, the dates, and what you want to walk away with.

$82M In Annual Revenue

$500M+ Valuation

Best-Selling Author

"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, AmeriLife

"He teaches from a place of doing, not theory, and challenges people to expand how they think and execute."

Chase Gruening, Founder and CEO, GHW

Not ready for a private engagement?

Start with the playbook

Jason’s system is also available through his book and through Greatness Lab, where advisors and agency builders work on it together.

The free book and live series

Get Built to Lead, Built to Scale free and join Jason’s four-week live series on Mondays, November 16 to December 7.

Greatness Lab membership

Coaching, events, and a community of advisors building their businesses, starting at $395.

Ready to Talk?

Tell us about your agency and Jason’s team will be in touch within two business days.