Elite Advisor Masterminds

Our Elite Advisor Masterminds are exclusive groups designed to bring together the brightest minds in the financial services industry from across the country. These intentionally curated and artfully facilitated Masterminds are dynamic, collaborative forums where you can engage in meaningful discussions, exchange valuable insights, and tackle the complex challenges you face in your practice.

Each mastermind session is structured to focus on strategic thinking, leadership development, and best practices that help you think and act like a CEO. With over 30 years of experience in transforming financial advisory practices, Dawn ensures that every meeting is impactful, relevant, and tailored to the needs of the group. You’ll leave each session with actionable strategies and new ideas to implement in your practice.

By joining our Elite Advisor Masterminds, you gain more than just insights—you gain a trusted community of peers who are equally committed to excellence and growth. This is your opportunity to learn from others’ experiences, share your own, and build relationships that extend beyond the boardroom. Together, we challenge each other to think bigger, act smarter, and achieve more.

If you're looking to push past your current achievements, innovate your practice, and lead with confidence, the Elite Advisor Masterminds are where you need to be. Let’s create a future where your success knows no limits.