Transform Your Advisory Practice.
Elevate Your Life.
Join a mastermind group designed for you.
Upcoming groups now forming.
Mastermind Group Options
Strategic peer groups designed to accelerate growth for financial advisors.
Succession & M&A
Who It's For:
Advisors focused on acquiring practices and mastering succession planning.
Advisors focused on acquiring practices and mastering succession planning.
Overview:
A collaborative space to refine your approach to mergers and acquisitions. Share best practices, streamline deal flow, and ensure seamless transitions with retiring advisors.
A collaborative space to refine your approach to mergers and acquisitions. Share best practices, streamline deal flow, and ensure seamless transitions with retiring advisors.
Ultra-High Net Worth / Family Office
Who It's For:
Advisors serving clients with $10M-$25M+ in assets and looking to grow in the UHNW space.
Advisors serving clients with $10M-$25M+ in assets and looking to grow in the UHNW space.
Overview:
Led by Scott Hamilton, this exclusive group is for seasoned professionals looking to deepen their presence in the ultra-high net worth market. You must currently work with 5+ clients in the VHNW/UHNW range to qualify.
Led by Scott Hamilton, this exclusive group is for seasoned professionals looking to deepen their presence in the ultra-high net worth market. You must currently work with 5+ clients in the VHNW/UHNW range to qualify.
Success $1M+ Producers
Who It's For:
Advisors with $1M+ in recurring revenue and 10+ years in the business.
Advisors with $1M+ in recurring revenue and 10+ years in the business.
Overview:
You've built a strong foundation, now it's time to scale. This group focuses on operational excellence, leadership, marketing, advocacy, and preparing your business for its next level of success.
You've built a strong foundation, now it's time to scale. This group focuses on operational excellence, leadership, marketing, advocacy, and preparing your business for its next level of success.
Divorce Planning
Who It's For:
Advisors currently working in, or looking to build, a niche supporting clients through divorce and major life transitions.
Advisors currently working in, or looking to build, a niche supporting clients through divorce and major life transitions.
Overview:
Focus on the unique challenges and opportunities in divorce cases. This group equips you with strategies to better serve clients during transitions and grow your business within this specialized niche.
Focus on the unique challenges and opportunities in divorce cases. This group equips you with strategies to better serve clients during transitions and grow your business within this specialized niche.
Exit Planning
Who It's For:
Advisors helping business owners navigate succession, internal transitions, or external sales.
Advisors helping business owners navigate succession, internal transitions, or external sales.
Overview:
Led by Exit Planner Scott Hamilton, this group is for advisors, designated or not, who want to master business transition strategies, elevate their marketing, and streamline systems to thrive in this niche.
Led by Exit Planner Scott Hamilton, this group is for advisors, designated or not, who want to master business transition strategies, elevate their marketing, and streamline systems to thrive in this niche.
Our Mastermind Format
Each group is led by a Pareto Certified Business Advisor and meets every four weeks for a focused 3-hour session designed to accelerate meaningful growth. While every group is encouraged to shape its own direction, many have found success following this proven structure:
Pre-planned Content
Targeted subject matter content based on the group's needs.
Success & Challenges
Share wins and challenges, gaining feedback to amplify success and overcome obstacles.
Goal Setting & Accountability
Close with monthly goal setting and a review of previous goals to stay on track.
