Strength in Numbers with Advisor Mastermind Groups
This program is designed to rapidly elevate advisors’ capabilities in all areas, including goal-setting, process and productivity, marketing and business development.
Throughout the mastermind sessions, advisors will work together collaboratively to magnify growth and success. With personalized insights and peer support, you’ll set ambitious yet attainable goals, streamline your operations, and craft a compelling value proposition to attract and retain ideal clients. The Impact Mastermind Group will equip you with the strategies and insights needed to drive your success and accelerate your growth.
Mastermind Niches
Our mastermind and coaching groups for financial advisors are designed to connect like-minded professionals
who share similar goals and focuses.
We’ve carefully crafted groups that align with advisors’ career stages, current needs, and specific niches within their practices.
Here are some groups we have created to help you accelerate growth:
This specialized group is designed for Certified Divorce Financial Analysts (CDFA®) who are dedicated to providing expert financial guidance during divorce proceedings. Together, we focus on the unique challenges and opportunities that arise in divorce cases, equipping advisors with the tools and strategies to best serve their clients.
You are interested in building or continuing to grow a successful financial business that helps successful business owners decide how to proceed with the next chapter of their business lives. Whether it’s working with them to help ready the business for sale or assembling resources to help with an external sale or guiding them as they work to complete an internal transition, you are there as the key advisor. You may or may not have an Exit Planner designation, but you are dedicated to being the best in this niche. Join this group to improve business generation, marketing, systems and processes and more.
This group will be led by Scott Hamilton, who also has earned an Exit Planner designation.
This collaborative group brings together experienced financial advisors who are dedicated to mastering the art of succession planning. Our focus is on developing best practices and effective processes for acquiring businesses from retiring advisors, ensuring a seamless transition that benefits both the buyer and seller.
You already have very high net worth clients ($10M-$25M) and ultra-HNW clients ($25M+), and you would like more. Possibly even build a practice solely dedicated to working with this group of clients. You enjoy the challenges and rewards that you get when you work with these clients and you see yourself expanding your business in this area.
If so, this group is for you. Scott Hamilton will lead this group, bringing his years of success working with high net worth clients ($50m+) to the group. The group will be exclusive, and you must currently have at least 5 individual clients that qualify for VHNW or UHNW.
This group is for advisors who have been in business at least 10 years and have at least $1M of recurring revenue.
You have done amazingly well. Created something great. In many cases, from scratch. Now you would like to continue to grow, build processes and procedures for smoother business operation, customer experience, greater advocacy, hiring, firing, training, marketing and business generation. This is the group for you.
