The Financial Planner Playbook

Everything we've learned about building financial planner relationships, distilled into one high-impact workshop.

If you've been trying to develop referral partnerships with planners but aren't sure how to get them started, keep them moving, or turn them into real business, this is your blueprint.

Over the past year inside Strategy Hub and Breaking Bank, Jason Henneberry has been in the trenches with members building planner relationships that actually convert. This live 90-minute intensive is the full playbook—battle-tested, real-world, and ready to use.

Live April 22nd at 9am PT / 12pm ET

90-Minute Workshop

Part 1: The Playbook (60 Minutes)
A deep dive covering everything we know about developing financial planner relationships. You'll walk away with:

  • Tactics: How to identify and connect with planners open to partnerships.

  • Tools: The specific scripts and resources proven to work right now.

  • Positioning: How to stand out so you are the first person they think of for referrals.

  • Real Examples: A look at what is currently working for other mortgage brokers.

Part 2: Open Forum Q&A (30 Minutes)
No gatekeeping and no script. This is your chance to get direct feedback from Jason. Bring your toughest scenarios, your "stalled" conversations, or your specific business hurdles. We’re staying on until the questions are answered.

🚨plus EXCLUSIVE SPECIAL OFFER🚨

Stay until the end of the session for a special, never-before-offered bonus worth thousands of dollars. This is a one-time "Door Crasher" offer available only to those who attend the workshop live.

Sign-Up For Free Now

Broker Feedback

Check out what past Accountability Group / Workshop members have had to say about the program…

“The high-level overview Jason’s Accountability Group provides, laying the foundation for a basic understanding, is a great jumping off point for Elite Strategy Hub members. It's needed to get the ground work laid for being able to help clients with the strategy.”

“You will gain great insights on how to market the strategy to get more business from referral partners, along with helping your existing clients and new leads.”

“It is highly technical but awesome at the same time. I learned a lot and will be using these tools in the future for sure. Thank you Jason for taking the time to show us how to use them.”

“Really good way to apply the knowledge from the strategies with homework and actually test them out. It gives you the reps to properly iterate and sharpen your script and experience the progress in a very condensed period.”

“I love timely strategies with step by steps and what to do in technical terms. Showing us a calculator to help us crunch the numbers quickly to be able to run numbers for people who took a mortgage in 2023 because rates are lower today. I find this type of training so valuable because I don't always realize what I should be focusing on.”

“It was a great introduction to how to formulate a plan of action for reaching out to Financial Advisors and Insurance Advisors. Got lots of intel and collaboration.”