California State issued a statement that recommends that large community events to no longer proceed. Following the guidance, High Stakes Advising Event must now be rescheduled for a new date.

Over the next 2-4 weeks we will begin to secure a new date for the event. Once we have an update on the date we will advise you by email.

Having spent the past 8 months preparing for the event with our speakers, sponsors, and event partners, we're genuinely upset and disappointed not to be able to host you at this time.

Please note that Heads Up Adviser covers all the internal company losses caused by the event cancellation, so your tickets remain active for the rescheduled event, at no additional cost.

We know this is a very challenging time for everyone and appreciate your understanding and support. We must follow the edict of the mayor and look forward to hosting you in the fall.

We'll be in touch with more information soon. If you have any questions, please email margo@headsupadviser.com

In the meantime, please stay safe and healthy.

Heads Up Adviser Team


The Wolf of Wall Street

In the 1990's, Jordan Belfort built one of the most dynamic and successful sales organizations in Wall Street history. During that time, he soared to the highest financial heights, earning over $50 million per year. A feat that earned him the name "The Wolf of Wall Street."


  • Learn How To Book 100 Meetings A Year
  • Learn Strategies To Double Your Closing Rate
  •  Presentation Used To Close Millions In Business 
  • Make Life Lasting Relationships 

John W. Sbrocco

Principal, Achieve Health Alliance


Jordan Belfort

The Wolf of Wall Street


Straight Line Persuasion 

Influence & Persuade

Craig Lack

President, Catilize Health

Non-Obvious Profit Levers

In the land of the blind, 

The one-eyed man is king

Gary Bender

Founder, The CFO Solutions

Creating A

CFO Group 

Step By Step Process

Seth Denson

Co-Founder, GDP Advisors

The Million

Dollar Presentation

The Group Buying Sale

Paul Seegert

President, PCS Advisers

How To Book 

 100 Meetings A Year

In 10 Hours a Week

Zach Jones

VP of Sales, Achieve Health Alliance

Converting From Fully Insured to Self-Funded

Done For You Presentation

Kevin O’Kane

Founder, Catilize Health

How You Don't

Know C.R.A.P.

Formula To Explain It All


The 10 Million Dollar Man

     How I Built A 10 Million Dollar Book

More speakers to be announced...

The only thing standing between you and your goal is the bullshit story you keep telling yourself as to why you can't achieve it.

Jordan Belfort

Event Agenda


Day 1

  • 10:30am-3:30pm Achieve Producer ​​​​Mastermind (Invite Only) 
  • 5:30-7:30pm Achieve Producer Welcome Party (Invite Only) 


Day 2

  • 8:30-5pm Event
  • 5:30-7:30pm Happy Hour


Day 3

  • 8:30-5pm Event 
  •  6-8:30pm After Party

What Your Peers Are Saying

We Only Have a Few Tickets Left...

Venue & Attractions

Event Venue

Avenue of the Arts

Costa Mesa, CA

Avenue of the Arts Costa Mesa offers ideal location in the center of everything Orange County has to offer. 

After Party Entertainment

The Ashleys

Who are The Ashleys? Not one member of this 5 member rock/pop band is named Ashley, but these students of OCSA’s Commercial Music Conservatory chose to be called The Ashleys in honor of their favorite OCSA guitar instructor, Mr. Ashley. They have been together for just over a year and have since become a band favorite amongst such venues as The Irvine Spectrum, Huntington Beach Surf City, the communities of Aliso Viejo and Laguna Niguel, The OC Fair and Angels Stadium.

California Attractions


Santa Monica Pier & Beach

Knott's Berry Farm

Don't Miss Out


Reserve the best available seat for a once in a lifetime event.

2020 Diamond Sponsor

Definitely Not Peer Networking

Have you ever heard the term, “It’s not what you know, it’s who you know?” Ya, that’s so old thinking.

“It’s who knows you,” in the 21st century!

The speakers and the attendees are the greatest thing about High Stakes Advising training. Friendships, partnerships, and mentorships have all been created from agents just like yourself who met the right person at our previous events...

And, every broker or consultant who took Action made more money!

The goal is not to make more friends. You need to meet, sell and generate more revenue from prospects in the most effective means possible.

You will hear every testimonial story from multi-million dollar producers who have learned to differentiate their value propositions.

No magic. No fictional stories. If you don’t produce over a million dollars in new revenue from prospects - not renewals - then you can shorten your learning curve from better marketers and bigger producers than you.

Theory is what you here from your peer group producers who have never done it. They are everywhere in the 99% killing themselves to give away their profit margins with free services chasing rabbits.

The true game is overcoming your fears and excuses and committing to being uncomfortable in order to learn and execute strategy that wins new business.

Satisfied lifestyle brokers who are happy with their comfort and W-2 income need not apply. If you are too skeptical and can’t get out of your own way, then you will never execute anything new. That’s ok.

Enjoy your status quo!

If you are ready to play with no limits and no excuses then show up to High Stakes Advising.

By connecting with the person to your left or your right (or both) at our training event, you can hold each other accountable to your new goals, challenge yourselves to do more every day, and help each other to keep a growth mindset.

As Craig Lack likes to remind me, “Remember this, when the Stakes Get High you naturally revert to whatever level training you know.”

And that’s why you need to come to High Stakes Advising and learn new training to raise your performance level so when the High Stakes case arrives your higher level of skill will win!