Annual Live Event
2
Days
5
Speakers
1
Shift
Two days to stop reacting. Stop chasing. Stop negotiating with yourself — and step fully into who you are deciding to be.
The Through-Line
What This Event
Is Built Around
Every session, every speaker, every exercise comes back to one progression. This is the operating system we are rewriting over two days.
→
When you understand what's actually running you… you stop reacting.
→
When you eliminate what doesn't matter… you stop chasing.
→
When you decide who you're going to be… you stop negotiating with yourself.
→
When you build a real system… you stop operating in chaos.
→
When you truly understand people… you stop trying to convince them.
"And when all of that happens… you don't act like a Trusted Advisor… you are one."
The Full Agenda
Two Days,
Layer by Layer
Day 1 — Dec 9
Awareness + Reduction
"What's Actually Running You"
9:00 – 9:45 AM
Opening
Rewrite the Operating System
- Survival vs. Conscious Living
- Reactive vs. Intentional
- Why nothing changes if this doesn't change
Anchor: "If this doesn't change… nothing changes."
9:45 – 10:45 AM
Session 1
The Human Condition
"What's Actually Running You"
- Survival wiring
- Why agents chase, react, overwork
- The illusion of control
Breakout Exercise
"Where Am I Operating From Survival?"
Groups of 2–3 people.
Prompt: "Where in your business are you reacting instead of choosing?"
10:45 – 11:00 AM
Break
11:00 AM – 12:00 PM
Speaker Session
Danny Hertzberg & Nathan Zeder
"What Happens When You Stop Operating From Survival"
- What did you stop doing to reach this level?
- Where do agents operate from survival the most?
- What do you no longer tolerate?
Tie back to: The Human Condition
12:00 – 1:00 PM
Lunch
1:00 – 2:00 PM
Session 2
The Principle of Reduction
"What Needs to Go"
- More is not better
- Noise vs. signal
- Time, energy, and attention leaks
Individual Exercise
"What Needs To Go?"
Write 5 things to eliminate. Circle ONE. Commit.
2:00 – 2:45 PM
Speaker Session
Jeffrey Saad
"Reduction as a Way of Living"
- Simplicity
- Focus
- Energy
Elevates reduction beyond business — into life.
2:45 – 3:00 PM
Break
3:00 – 3:45 PM
Integration Session
From Reaction → Intention
Tying together: Human Condition + Reduction.
Anchor: "You're not overwhelmed because there's too much… you're overwhelmed because you haven't reduced."
Reflection Exercise
"The Cost of Not Reducing"
Prompt: "If nothing changes… what does your life and business look like in 12 months?"
3:45 – 4:15 PM
🔥 Live Experience
"The One Thing I'm Done With"
Write it down. Tear it up.
4:15 – 4:30 PM
Day 1 Close
Closing Anchor
"If nothing else changed… but you saw clearly what's running you… and what needs to go…"
Day 2 — Dec 10
Identity + Execution + Expression
"Who You Decide to Be & How You Operate"
9:00 – 9:20 AM
Re-Anchor
Recap & The Shift
Recap Day 1.
Shift: "Now that there's space… we decide what fills it."
9:20 – 10:30 AM
Session 3
Personal Constitution
"Who You Decide to Be"
- Standards vs. feelings
- Circle of control
- Identity
Writing Exercise
Write Your Constitution
Prompt: "I am the kind of person who…" (5–7 statements)
Reflection Exercise
"Where Am I Out of Alignment?"
10:30 – 10:45 AM
Break
10:45 – 11:30 AM
Speaker Session
Jody Clegg
"Standards Create Freedom"
- Boundaries
- Balance
- Consistency
11:30 AM – 12:30 PM
Session 4
The Performance Six
"How You Operate"
- Systems over chaos
- Standards over emotion
Self-Assessment
Performance Six Self-Score
Score each category. Identify your lowest. Choose ONE action to improve it.
12:30 – 1:30 PM
Lunch
1:30 – 2:15 PM
Speaker Session
Zach Zeldner
"Process Creates Predictability"
- Systems
- Structure
- Repeatability
2:15 – 3:00 PM
Session 5
Tactical Empathy
"How You Engage"
- Remove yourself as a threat
- Make people feel understood
- Guide, don't lead
Partner Exercise
"Truth Mirror"
In pairs — one person shares, one reflects only.
3:00 – 3:15 PM
Break
3:15 – 4:00 PM
Speaker Session
Gabrielle Witkin
"Trust Commands a Premium"
- Full-fee confidence
- Letting clients decide
- Not convincing
4:00 – 4:20 PM
🔥 Live Experience
"The Line in the Sand"
Step into your new identity.
4:20 – 4:40 PM
Final Panel — All Speakers
"What It Really Means to Operate as a Trusted Advisor"
- Where do you still feel pressure?
- What changed when you let go of outcomes?
- What do you no longer do?
4:40 – 5:00 PM
🎯 Final Closing
The Trusted Advisor
"Who do you need to become… so people trust you without hesitation?"
The Speakers
Who You'll
Learn From
SS
Steve Shull
Head Coach, Performance Coaching
DH
Danny Hertzberg
The Jills Zeder Group — Miami
NZ
Nathan Zeder
The Jills Zeder Group — Miami
JS
Jeffrey Saad
Bel Air Agent & Mindset Coach
JC
Jody Clegg
Performance Coaching
ZZ
Zach Zeldner
Boulder, CO
GW
Gabrielle Witkin
Washington, D.C.
"
You don't act like a Trusted Advisor. You are one.
The final destination of Game Plan 2027
Investment
Choose Your Option
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