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A full-day bootcamp for financial advisors who want to get in front of potential new clients and grow their businesses. You leave more confident than you arrived, with a blueprint for what comes next that you built yourself.
Both days run from 08:00 to 18:00.
It is a committed day of working on how you are going to grow your business and reach your goals. It is the uncomfortable work many advisors put off for years, usually because they weren’t sure what to do or how to go about it, and you will do it in a room full of advisors doing exactly the same.
You don’t need to arrive with the answers. You only need to arrive having decided that you are ready to do what it takes to move closer to the business you want, and the work of the day will meet you there.
The deciding is your part.
Early in the morning, we show you just how quickly prospecting strategies can be found, far more of them than any advisor could use in a year. We get that out of the way first, because strategy is not what has been holding you back. Knowing what to do is the easy part, and even the how is simpler than most advisors expect.
What gets in the way usually sits a little closer to home: the fear of rejection, quiet doubts about your own worth, and the stories you have told yourself about the kind of person who is good at this. Prospecting is not only about what you do. It is about who you are and how you show up in front of a potential new client.
So the day moves between the two, working on you and working on your plan, each one making the other possible.
That is where the confidence comes from.
Four parts, from first coffee to a signed commitment, with the work on yourself and the work on your plan woven through all of them rather than kept apart.
Ten hours? Are you crazy?
Prospecting is hard work, so we won’t pretend that learning to do it well is easy. This is called a bootcamp for a reason: you will be worked hard, you will feel it by the afternoon, and you will leave feeling as though you have had the best business workout of your life.
The long day is what builds the muscle. By the end of it, the conversations you have been avoiding will feel familiar rather than frightening, and you will carry a blueprint you can act on the following morning, along with the numbers to track and the goals to pursue.
Real prospecting feels lighter afterwards.
Choose your cityThere is far more to the day than we can list here, and some of it works best as a surprise. These are a few of the things you’ll get your hands on.
Not borrowed from a motivational speech, but rather built by practising the conversations you dread until they feel familiar, in a room where it is safe to get them wrong.
Your strategy, your pipeline and the way you will track it, made in the room rather than handed to you. The spaces left blank are the ones only prospecting itself can fill.
Not gone, but rather named, understood and reduced to its real size, so it no longer decides how your week goes.
Your approaches and first meetings, known rather than guessed, with a simple way of tracking them week by week. Twelve weeks from now, you will still know them.
An introduction you believe in, so that starting a conversation with a stranger stops feeling like a performance.
Life goals, business goals and prospecting goals written in your own hand, and a one-page commitment, signed before you leave, to what happens next.
You leave having already started.
Choose your cityJason will equip you with a powerhouse of the very best immediately-profitable prospecting ideas and move you to action.
Frans Hattingh, 2019 bootcamp
The course content is much more than the usual “how to overcome objections” or “how to create an elevator speech.”
Nick Decker, 2019 bootcamp
He amazes me every time I attend his sessions with the simplicity of “Why didn’t I think of that!” Time spent with Jason is worth every minute.
Mark Naldrett
Jason Bernic
Partner at FI Consult
Author of The Advisor Acquisition Blueprint
Jason spent the first part of his career on your side of the desk, as a client-facing financial advisor and international wealth manager. From 2012 he spent seven years as a financial planning coach, consulting into advisory businesses that wanted to grow, and the question he heard more than any other was always the same: how do we get in front of potential clients?
Insane Prospecting began as his answer to that question. Today he is a partner at FI Consult, working with agencies, franchises and independent practices alike, and he coaches leaders and executives through his own practice.
He has sat in your chair.
The new bootcamp keeps what made the original different: working on yourself rather than only collecting tips, tricks and golden nuggets. It takes you further out of your comfort zone than before, while keeping the room safe enough to practise, so that when you prospect in the real world it already feels familiar.
The original idea, built for today.
A full ticket is R4,999, though early bookings may qualify for less. For many advisors that number gives pause, and it is fair to ask whether a single day can be worth it. So look at it the way you would ask a client to look at an investment: what does it take to earn it back?
That is the whole cost covered. Everything beyond it is return: every first meeting you would not otherwise have booked, every client you would not otherwise have met, and every year of your career in which prospecting no longer stands between you and the business you want.
The day pays for itself once. The confidence keeps paying.
Two rooms this year, each kept to a size where everyone does the work and nobody hides at the back.
Wednesday, 28 October 2026
08:00 to 18:00
The Tryst, 20 Archimedes Street, Kramerville, Sandton
See details and registerMonday, 9 November 2026
08:00 to 18:00
The Tryst, 224 Sir Lowry Road, Woodstock, Cape Town
See details and registerSeats booked early in each city may qualify for a reduced rate. You’ll see the current price for your city when you click through to register.
Coming in 2027
Who you need to be, and what you need to do, to work with higher-net-worth clients. It will be an immersive experience, much like the one you would like to offer your wealthier clients.
It is open to bootcamp graduates only, and we will invite you to join the waitlist once you have completed the bootcamp.