June 16-18, 2025
The 2025 Mastermind Collegium found its way to Minneapolis this June, and what a journey it turned out to be. Financial advisors from across the country gathered at Allianz Life headquarters for three days of learning, networking, and charting new courses for their practices.
With the “North Star” theme guiding the way, this year’s event brought together some incredible speakers—from the former culture guru at Zappos to an advisor who’s figured out how to run a 7-figure practice in just 25 hours a week. Event emcee Andy Buckley (aka David Wallace from The Office) kept things entertaining while drawing on his own experience as a former Merrill Lynch advisor.
Not too shabby for a few days in the Twin Cities, but here’s what stood out the most:
The 2025 Mastermind Collegium Begins
The evening began with A Woman’s Clarity® happy hour, giving the incredible women of C2P a chance to connect before the main reception.
Women C2P staff and advisors meet and greet before the conference begins (from left) Julie Manning, Founder and President of Keystone Wealth Management; Jennifer Mackert, Partner at C2P;Lisa Chenet, advisor and VP of Operations at CLP Financial Group.
Advisors, team members, and C2P leadership meet for drinks and desserts during the main welcome reception of the 2025 MMC at the Minneapolis Marriott City Center.
[Related: Big Moments from C2P’s Mastermind Collegium Event for Financial Advisors in Pittsburgh]
Charting Our Course: Where C2P is Headed
Co-CEO Jason L Smith began the collegium the following day by sharing some pretty impressive numbers and exciting news about how some of our top offices and our SEC-registered investment advisor (RIA), Prosperity Capital Advisors (Prosperity), are growing.
The big reveal was introducing two new leadership team members—Stan Milovancev as Co-CEO and Scott Rister as Co-President and CFO of Prosperity Capital Advisors. These men bring serious experience from firms that have been through billion-dollar transformations, and their philosophy resonated with everyone in the room.
“We want to build a firm that everyone wants to buy, and no one wants to sell. It’s people first. We love people. We’ve got to put it in our heart to build something,” Milovancev explained, summing up why they chose Prosperity over anyone else.
The leadership panel (from left): Moderator, Bryan Bibbo, President and CFO of JL Smith Holistic Wealth Management; Prosperity Capital Advisors leadership team: Jason L Smith, Co-CEO and founder; Dave Alison, Co-President and Founding Partner; Stan Milovancev, Co-CEO; and Scott Rister, Co-President and CFO.
Top 5 Roundtable: Navigating Success with Industry Leaders
The sponsor roundtable brought together some heavy hitters who really delivered value. Members of Allianz Life, Wealth.com, Dimensional Fund Advisors, and Orion Advisor Solutions shared practical strategies and solutions that advisors could actually use right away.
Guiding the Way: Lessons from a Top Advisor’s Journey
Greg Hammer, CEO and President of Hammer Financial Group, delivered one of the most personal sessions of the event, walking through his journey from struggling advisor to thriving practice owner. His emphasis on collaboration over competition captured the MMC spirit perfectly.
Greg Hammer, CEO and President of Hammer Financial Group, shares personal stories from his advisor journey in front of a packed room at Allianz Headquarters.
Culture Lessons from Zappos: Robert Richman Takes the Stage
The former Zappos Culture Strategist brought strategies he used at Zappos as well as Google, Toyota, and Salesforce directly to our financial advisors. His systematic approach to building high-performance workplace cultures was both actionable and inspiring.
Robert Richman commands attention in Allianz Life’s state-of-the-art auditorium as he delivers his culture-building keynote presentation
Navigating Growth: A Compass for Marketing & Business Development
C2P and Prosperity Capital Advisors’ Chief Marketing Officer, Matt Seitz, and Vice President of Marketing, Cary Chaitoff, delivered some eye-opening insights about aligning marketing and business development efforts. They showed real-world examples of what’s working for successful firms and brought home their main point that, “It speeds up the sales cycle and makes things so much more efficient when you get these two working in sync with each other,” Seitz said.
Vice President of Marketing at C2P, Cary Chaitoff and Chief Marketing Officer, Matt Seitz, discuss the importance of marketing and business development alignment during their practical growth strategies session.
Their philosophy on authenticity struck a chord too: “Don’t try to be liked by everybody… if you’re trying to be all things to everybody, you’re really nothing to anybody,” Chaitoff said.
Sometimes the best advice is the simplest—be yourself and own it.
[Related: Acquiring Clients Through Authentic Marketing: 4 Step Growth Guide for Financial Advisors]
Investing with Purpose: Portfolios Aligned with Your North Star
Dave Alison’s deep dive into Prosperity Capital Advisors’ investment platform revealed just how comprehensive the offering has become. “When I started really looking at the investment offering maybe six, seven years ago at Prosperity, for me it was about being able to win any client in any situation,” Alison explained.
The evolution has been remarkable—from serving mass affluent retirees to accommodating business owners, high earners, and ultra-high-net-worth clients. “We’ve been able to evolve our client base from that massive affluent retiree to the business owner, the HENRYS, the ultra-high-net worth,” Alison said.
The platform now includes everything from model portfolios and custom indexing to private market investments and sophisticated tax management solutions.
An Elite Allianz Tradition
Because C2P and Prosperity Capital Advisors and all in our network are amazing at what they do, Allianz employees lined up by the hundreds and gave our attendees the red-carpet treatment. Allianz reserves this tradition for top producers and proud partners, and we considered it an honor to have their entire team give us a round of applause all the way down the stairs and through the hallway.
The Allianz team rolled out the red carpet and gave our organization and its advisors a standing ovation for their outstanding production and client support over the years.
Your Advisor Toolkit: Resources to Power the Journey
The resource session showcased the full range of support available to practices that are fully committed to the Prosperity Capital Advisors ecosystem. From marketing engines and back-office support to AI-driven technology and specialized training, the session highlighted how top-performing offices leverage everything available to scale more effectively.
Where the Real Magic Happens: Puttery Night Out
The evening at Puttery Minneapolis proved that some of the best networking happens when the formal presentations end and attendees just relax and connect.
You could see new partnerships taking shape, mentoring connections being made, and the kind of genuine conversations that drive long-term success in this business.
Advisors and team members laugh and connect over mini golf at Puttery Minneapolis, where craft cocktails, karaoke, and friendly competition created lasting memories
The Efficient Advisor: Libby Greiwe’s Systems Mastery
The final day featured Libby Greiwe, whose story continues to fascinate: building a 7-figure practice while working just 25 hours per week. Her workshop focused on onboarding processes that generate referrals, proving that the right systems can deliver both professional success and personal freedom. Libby’s hands-on approach gave attendees templates and step-by-step processes they could implement right away to get out of overwhelm and into efficiency mode.
Libby Greiwe engages attendees during her hands-on workshop, demonstrating the efficiency systems that transformed her practice.
[Related: How to Provide Exceptional Wealth Management for High-Net-Worth Individuals]
Until We Meet Again
Minneapolis delivered exactly what a Mastermind Collegium should: great content, meaningful connections, and fresh perspectives on what’s possible. Between the sessions at Allianz Life Headquarters and the relationships built over Minnesota hospitality, attendees left with both knowledge and momentum.
The 2025 Mastermind Collegium is now in the books, but the mission continues: helping financial advisors find their direction while serving the clients who trust them with their futures.
Ready to find your North Star? [Reach out to C2P] to explore how our platform can help guide your practice toward the growth you’re looking for.
Special thanks to our event sponsors: Allianz Life, Wealth.com, Dimensional Fund Advisors, and Orion Advisor Solutions for their continued partnership and support.
Stay Informed with Professional Industry Insights
Miss the MMC but still want to know the latest developments in retirement income planning? Subscribe to our podcasts for financial planning and advisory insights every week:
The Bucket Plan® On Demand Podcast:
Hear from industry specialists on annuity innovations, longevity planning strategies, and practical applications for comprehensive retirement income planning.
The Rainmaker Multiplier On Demand Podcast:
Learn practice management strategies from advisors who have built successful enterprises around holistic planning approaches, including effective use of insurance solutions.
Financial Professional Use Only
The information provided is for informational and training purposes only. The information was accurate as of the time the material was created. Tax laws and rulings can frequently change. Please discuss the client’s current situation with an accountant or tax advisor.