Grow Your Business by Acquiring Retiring Practices: Join a Mastermind Group Tailored for Success

Empowering Succession & M&A Planners to Thrive Through Strategic Mastermind Coaching

The financial advisory landscape is evolving, and more advisors than ever are turning to acquisition as their primary growth strategy. Studies show that for every seller in the market, there are over 50 potential buyers, making it increasingly competitive to stand out as the ideal successor.

So how do you rise above the crowd? How do you become THE attractive option for a retiring advisor?

That’s exactly what we tackle in our Mastermind Group—a peer network of forward-thinking, success-driven advisors, all focused on growing through acquisition.

Why Join A Mastermind Group?

  • Shortcut Your Learning Curve: Tap into the real-world experiences of other successful advisors. Discover what works, what doesn’t, and avoid costly mistakes.

  • Structured for Success: Learn how to build an acquisition strategy that includes playbooks, financing plans, hiring timelines, and capacity-building techniques.

  • Get Market-Ready: Understand key factors like valuation, when to hire, marketing strategies, and how to pay the right price without overextending.

  • Focused on Collaboration, Not Competition: Each group is structured to limit geographic overlap, ensuring open collaboration without concerns about competing for the same prospects.

What You’ll Get

  • Peer Accountability: Stay motivated by connecting with others who share your vision for growth.
  • Guidance from Industry Experts: Access coaching and insights from successful coaches and experienced professionals in the space.
  • Practical Frameworks for Acquisition Success: Develop a succession planning playbook to put systems in place for seamless growth.

You don’t Have to Go It Alone

Acquiring a financial advisory practice can be complex, but you don’t have to figure it out on your own. In our mastermind, you’ll have access to a team of like-minded advisors who will support you on every step of your journey.

Join a Mastermind Group Today

Accelerate your path to growth. Build the confidence, skills, and network needed to become the go-to successor for retiring advisors in your region.

Ready to amplify your success?

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

Our Mastermind Format

The group will meet every four weeks for a 3-hour session to accelerate growth. While the group should drive the Mastermind, other groups have found success with the following outline for the meeting:

1. Pre-planned Content

Pre-planned Content

Targeted subject matter content based on the group’s needs.

2. Success & Challenges

Success & Challenges

Members will share their recent wins and obstacles, receiving feedback and ideas to turn challenges into successes and amplify existing wins.

3. Goal Setting & Accountability

Goal Setting & Accountability

The final section will focus on goal setting for the upcoming month, with a review of goals set in the previous session to help with accountability and progress.

Join Our Waiting List

Ready to take your practice to the next level and enjoy the success you have worked so hard for? Sign up for our waiting list today and secure your place in this transformative mastermind group.