INSIGHTS — The Monthly Revenue Leak System for Financial ProfessionalsÂ
Your Next Growth Opportunity Is Already Sitting in Your Book
Every month, INSIGHTS gives you one revenue leak and the conversation that plugs it, so you can uncover held-away assets, earn natural introductions, and grow without chasing new leads.
BECOME A FOUNDING MEMBERÂ
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.
FIND YOUR WIDEST LEAK
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.
GET ACCESS
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
When You Communicate Better, Everything Changes
You stop guessing—and start growing.
More ReferralsÂ
(without awkward asks)
Have natural conversations that open doors to new clients — without feeling pushy.
Stronger Client Relationships
Build deeper trust through clear, consistent, and meaningful communication.
Higher Retention
Keep more of the clients you work so hard to earn with ongoing, value-driven outreach.
More Confidence in Every Conversation
Know what to say, when to say it, and how to create real value at every touchpoint.
What Advisors Are Saying
Real words from professionals using INSIGHTS to strengthen client conversations
Jon Doe
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Jon Doe
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Jon Doe
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Get Started Today for Less Than $1 a Day
Choose the option that fits your growth rhythm.
Monthly Plan
$27/month
Basic Plan
- Full access
- Monthly INSIGHTS ReportÂ
- Training VideoÂ
- Cancel AnytimeÂ
Annual Plan
$270/year
Most Popular Plan
- 2 months free
- Full Access
- Â Monthly INSIGHTS Report
- Training Video
- Best Value
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.
GET ACCESSJoin Our Free Trial
Get started today before this once in a lifetime opportunity expires.