Only One Payment of $997

  • You agree to the Terms & Conditions associated with this program
  •  Your payment will be charged immediately & you'll be emailed a receipt

The 3-Day Prospecting Bootcamp

A 3-Day Simple & Effective Prospecting Bootcamp for Advisors / Insurance Agents get 30+ leads in 14 days.

Get referrals, book meetings, and build momentum.

At the end of 3 days, you’ll have the complete structure for both WHAT to do, and HOW to do it.


You Receive Instant & Lifetime access to the 3-Day Class When You Register. At the end of 3 days, you’ll have the complete structure for both WHAT to do, and HOW to do it.

Day 1: 60 Minutes

  • πŸ‘‰ Foundation of Being an Advisor & 5 things you NEED
  • πŸ‘‰ Short Term Effective vs. Long-Term Sustainable Prospecting 
  • πŸ‘‰ The Biggest Mistakes Reps Make (and how to avoid them)
  • πŸ‘‰ The EXACT Metrics to Hit to See Success 

Day 2: 90 Minutes

  • πŸ‘‰ Organic Prospecting in Meetings
  • πŸ‘‰ Why you’re not getting referrals
  • πŸ‘‰ Prospecting Scripts & Exact Language to get Referrals
  • πŸ‘‰ How to Overcome Objections
  • πŸ‘‰ Dialing/Emailing & Booking Meetings!

Day 3: 90 Minutes

  • πŸ‘‰ The Bulletproof Referral Method: Introducing the DPM
  • πŸ‘‰ The NEW Project 30
  • πŸ‘‰ How to Generate 30+ Referrals in 14 days

Who this is for:

  • Financial Advisor, Financial Representative, Insurance Advisor, Wealth Management Advisor, etc.
  • You focus on AUM, insurance, or fee-based planning
  • You are responsible for building your own book of business
  • < 2 years in business OR doing less than $10k/mo and want to "reboot" your business
  • You want a simple, clear, and proven framework to get referrals quickly & book more meetings 

Why This Was Created

This is absolutley needed. Plain and simple. I've spoken with 300+ advisors / insurance agents, and I consistently hear the same thing: "I'm struggling and I need a way to book more meetings".

If you want to not only survive but THRIVE in this career, joining is a no-brainer.

At the end of 3 days you will have a clear game plan on how to book more meetings, get more leads, and build momentum in your business.

IMPORTANT: Make sure to "subscribe to my email list" upon completing your purchase to receive your welcome email, get module updates and important information regarding the program.