Speaking Engagements

I am available to speak about You Can’t Scale Chaos and the value of strategic planning for agents and teams at agent sales meetings, conferences, podcasts, and retreats. Send request to jlack@roiventures.com 

In this session from Performance Coaching’s Game Plan 2026 (Deceber 2025), I introduce five critical audits - sales, competitor, brand, financial, and market - that form the basis of working smarter to sell more, giving agents and teams a clear, objective view of performance, positioning, and opportunity. This session provides a high-level overview; the full methodology and execution guidance for each audit are detailed in You Can’t Scale Chaos.

Jonathan spoke at the 2023 Compass Retreat on a panel entitled Run Your Business Like A Business moderated by Courtney Smith, Head of Coaching at Compass. Steve Shull, Founder & CEO of Performance Coaching, and Dana Green, CEO & Founder of the Dana Green Team, where co-panelists.  See below for clips of the session focussing on different key issues of running your business like a business.