This isn’t a course.
It’s not a coaching program.
It’s a commitment—to yourself and a small group of peers.
Each Mastermind is built on one idea:
Real growth happens in real conversation…with real connections.
We meet monthly in a private, facilitated virtual group.
Everyone shows up ready to dig in, share openly, and push each other forward.
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This is where advisors come to:
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Challenge assumptions
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Gain perspective
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Solve big problems
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Share what's working—and what's not
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Hold each other accountable
It’s confidential. It’s personal. It’s powerful.
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You’ll leave each session with sharper insight, a clearer path forward, and a group that actually gets it.
What You Get
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A curated group of high-performing peers
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Monthly 90-minute Mastermind Sessions (virtual)
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A dedicated facilitator to guide each conversation
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Member-to-member accountability
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A private space for in-between-session connection and support
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Priority access to events and strategy sessions
This isn’t about scale.
It’s about depth.
Who It's For
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Advisors ready to break through plateaus
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Firm leaders looking to grow with intention
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People who are done doing it alone
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Cost: $10,000/year
Payable quarterly ($2500 per quarter).
Spots are limited. Apply to join.
