The Mastermind Collegium

The Mastermind Collegium

The Premier Live Event for Financial Advisors - This Is Where Masterminds Belong

This invite-only event is for top advisors who come together twice a year to learn and grow from the successes and failures of their fellow advisors. We have serious breakthroughs and serious fun.

Upcoming Training

See you in 2025!

This is the event for top advisors. Every six months, our advisors converge to share the best ideas, insights and collaborations.

Our advisors believe the Mastermind Collegium is essential to their continued success and they have grown to love the friendships and camaraderie this group provides.

They learn best practices, new processes and thrive in a community of some of the best advisors in the industry.

Check out recaps from our recent events!

Key Takeaways :

• Best business practices from highly successful firms

• Top advisor showcase where top advisors share their successes in a specified area

• Nationally known keynote speakers

• Innovation incubator break-out sessions

• Networking opportunities

• Top 5 round table discussions led by top advisors

• And more