Transform Your Advisory Practice.

Elevate Your Life.

Turn the biggest challenges for financial advisors into growth opportunities with our mastermind group programs.

Impact Advisor Coaching

powered by Pareto Systems

We specialize in empowering financial advisors to transcend the typical constraints of their industry. 

The mission at its core is very simple – to help advisors gain more control over their business and their lives.

We do this by providing dynamic group coaching programs and advisor mastermind groups tailored specifically for financial professionals, combining experienced advice with actionable tactics to drive advisors to where they want to be professionally.

Our team is committed to offering solutions that enhance both business performance and personal enrichment, because the end goal is for our clients to be able to focus on what they do best—serving their clients effectively.

Learn More About Mastermind Groups.

Sign up today and take the next step toward growing your business through acquisition!

Advisor Mastermind Groups

About Our Mastermind Program

Join a dynamic group of 8-10 financial advisors from independent practices and similar broker-dealers in our exclusive mastermind groups.

Tackle challenges, and explore strategies with peers who understand your world. Enhance your practice through collective wisdom, peer accountability, and innovative problem-solving. Connect, grow, and excel with a network of like-minded professionals dedicated to mutual success.

Guide: The Five Benefits of Advisor Mastermind Groups

What truly distinguishes the top financial advisors from their peers?

Collaboration and team growth.

In our latest guide, discover why mastermind groups are a game-changer for financial advisors through problem-solving, peer support, and shared knowledge that can elevate your practice. Download the guide below.

“Scott has been a transformative force for our team of advisors at Winthrop Wealth. His ability to elevate each team member-both professionally and personally-has been nothing short of a game changer.
 
Through his strategic guidance, we’ve refined our processes, improved our communication, and, most importantly, delivered superior results for our clients. Scott’s focus on building client advocacy and executing our service model has driven meaningful impact, fostering stronger client relationships and improving overall firm performance. His approach has helped us contrast the typical advisor-client dynamic with one that is centered on building advocacy through trust, service, and proactive engagement. We couldn’t be more grateful for the growth and success his coaching has inspired.”
Lucas Winthrop, Winthrop Wealth
“I’ve had a desire for many years to implement client focused strategies in my practice.  I just did not know or have a clear understanding of what was needed to do so. That implementation and accountability is what Scott Hamilton was able to bring to life and thus elevate my practice to a new level.
 
His guidance and commitment to witness my success in the program was the piece that was missing.  His suggestions and ideas came only after he had obtained an understanding of what my practice currently involves and how I wanted to elevate my practice. From where my business was in 2021 to where it is now – the difference is incredible.”
 
Joe Catanzaro, CFP®, Oak & Stone Capital Advisors
“Scott has been instrumental in transforming our practice from an overwhelming operation into a well-oiled machine with a clear, actionable 10-year plan. His insightful questions and strategic guidance have empowered us to navigate challenges and fall back in love with the business we’ve built. His deep understanding of our industry and ability to guide us through its complexities has been truly priceless.”
Kyle D. Findlay, CFP®, Keel Point
“Scott is a true pleasure to work with. We greatly appreciated how he was able to work seamlessly with a group of people to help balance the group dynamic and provide individual attention and meaningful results.”
Blake Whitten, Whitten Retirement Solutions

Learn more about Mastermind groups.