INSIGHTS — The Monthly Revenue Leak System for Financial Professionals

Your Next Growth Opportunity Is Already Sitting in Your Book

INSIGHTS is a monthly subscription delivered straight to your inbox. Each issue spotlights one hidden revenue leak and gives you practical questions, conversation tools, and a repeatable action plan to help uncover held-away assets, earn more referrals, and deepen client relationships.

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The Leak Isn't in the Market. It's in the Conversation...

Revenue rarely leaves your book in a dramatic moment. It slips out quietly, through four holes:

Acquisition. Clients like you but can't explain what you do, so the introduction dies in the hallway.
Retention. Households don't leave after an argument. They leave in the quiet months between reviews.
Expansion. Held-away assets sit across the table at every review because the question never gets asked.
Referrals. Happy clients never introduce anyone because nobody gave them the words.

None of these look like failure. That's exactly why they keep leaking.

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The Numbers Nobody Puts on a Slide

Every One of These Is a Conversation That Didn't Happen. INSIGHTS takes one of these gaps each month and turns it into a conversation you can have this week.

of clients with more than $500K under advisory hold assets somewhere else.

of clients who left their advisor cited neglect or unmet needs, not performance

of satisfied clients say they'd refer.

29% ever do.

of advisors never received formal training on how to run a discovery conversation.

INSIGHTS Is Not

Another Newsletter...

Newsletters give you something to read. INSIGHTS gives you a conversation to have.

Every month you get:

The Monthly Revenue Leak Report
Short, practical video training
A new Conversation Move every Tuesday
A conversation framework and client questions that open it up
Adaptable language you shape to your voice and your firm's guidelines
Referral Seeds that don't feel like asking
A 48-Hour Challenge to put it to work
A live Spark Call on Zoom with Jason after each monthly issue
Recordings available in the member portal

Read It Tuesday. Use it Wednesday.

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One Leak. One Month. One Conversation at a Time.

Built for the conversations you're already having: annual reviews, discovery meetings, check-in calls, follow-ups, spouse and household conversations, client events, and introductions.

Find the Leak

What's quietly costing you assets, introductions, or clients?

Count the Cost

See what it's doing to your book and your calendar.

Plug the Leak

Get the questions, framework, and language to close it

Run the 48-Hour Challenge

Take one action in two days and see what surfaces

What Changes When You Plug the Leaks

Better conversations don't just feel better. They uncover opportunities that were already there.

Assets Surface

Conversations reach accounts, rollovers, and family wealth that never came up.

Introductions Happen

Clients understand how to talk about what you do and have language to share it.

Clients Stay Connected

Relationships stay active and valuable long before anything goes quiet.

Your Week Has a Plan

You know which conversations matter and what move to make next.

Built in the Room With Financial Professionals

Since 1996, Jason Raitz has delivered 800+ keynotes and trainings to more than 250,000 people, including financial advisors, bankers, program leaders, and financial professionals across banks, broker-dealers, and credit unions.

He created The Hidden Revenue Leak framework to turn what he teaches in the room into a repeatable communication system advisors can use throughout the year.

INSIGHTS brings that training to you every month.

What Advisors Are Saying

Real words from professionals using INSIGHTS to strengthen client conversations

Andrew

I love how INSIGHTS sets up a repeatable system for me.

Joe

I love the practical help INSIGHTS provides.

David

The biggest takeaway? Stop assuming your best clients know everything you can help them with. INSIGHTS gave me a starting point for those conversations.

Become a Founding Member Today

The first 100 members to lock in the lowest price INSIGHTS will ever have and help shape what comes next. Your wins become the stories future members read.

Monthly Plan

$27/month

Basic Plan

Monthly Revenue Leak Report
Tuesday Conversation Moves
Video Training
Live Spark/Zoom Call
Cancel Anytime

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Annual Plan

$270/year

Frequently Asked Questions

Is The Language Compliance-Approved?

Can My Team Or Firm Join?

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What If I Miss The Live Call?

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You Don't Need More Leads. ..

You Need the Conversations You're Not Having.

Your next growth opportunity may already be sitting across the table from you.

Let's find it.