You’ve built a successful advisory business and worked with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. These are clients who demand exceptional service, custom strategies, and high-touch experiences.
If you’re looking to attract more UHNW clients, build systems to scale, and deliver consistent, elite service without overwhelming your practice, this mastermind group is designed for you.
What You’ll Gain from the Mastermind Group
1. Attract More UHNW Clients
- Develop marketing and business development strategies that resonate with affluent individuals.
- Learn how to position yourself as the trusted advisor of choice for families with $10M+ and $25M+ portfolios.
2. Create Systems for Scalable, High-Touch Service
- Build playbooks and processes to deliver consistent, high-end service without burning out your team.
- Learn best practices for client segmentation to offer a family-office-level experience or family office “lite” services.
3. Strengthen Client Loyalty and Advocacy
- Discover ways to exceed client expectations and ensure UHNW clients become powerful advocates who refer their similarly affluent friends and colleagues.
- Discuss how to integrate estate planning, tax strategies, and generational wealth management into your service offerings.
4. Learn from Your Peers and Experts
- Collaborate with fellow advisors already working in the UHNW space, sharing experiences, challenges, and solutions.
Why Join This Mastermind Group?
The UHNW client segment demands more than just financial advice—they expect a seamless, luxurious experience delivered consistently. To grow in this space, you need to attract more ideal clients while building the right infrastructure to scale your service without sacrificing quality.
Our mastermind group provides:
- Peer accountability and shared learning to keep you on track toward your business goals.
- Systems and frameworks to manage complex client relationships and scale effectively.
- A network of like-minded advisors navigating the same challenges, so you never have to go it alone.
Is This Group Right for You?
This group is designed for elite financial advisors with:
- At least five UHNW clients
- A desire to expand into the $10M+ and $25M+ client segment
- A commitment to building scalable systems for consistent, high-end service
Take Your Practice to the Next Level
If you want to build a business that consistently attracts and serves UHNW clients with excellence, without sacrificing your personal time or team’s capacity, this mastermind is your solution.
Join the Mastermind Group Today
and unlock the strategies, systems, and insights you need to thrive in the UHNW space.
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.