CFP, SPEAKER AND AUTHOR

Masterminds

Teaching leadership skills and accountability to small groups of multidisciplinary professionals

Purpose:

Join forces and mastermind with a unique group of like-minded people who set a high priority on taking results to a new level in every area of our lives. Identify your core values; focus on leadership, intention, and case studies.

Participants:

Multi-disciplinary professionals such as accountants, attorneys, bankers, financial advisors, insurance and nonprofit leaders. We maximize cross-disciplinary networking opportunities by ensuring a variety of voices in the conversation.

Process:

We will meet semi-monthly to learn leadership skills and conduct, discuss current case study analysis and the power of intention.

Payoff:

Expanded perspective, ideas, and support from other-focused, driven colleagues. Develop and apply your leadership goals and action plan. In the Professional Advisors’ Mastermind, build your leadership skills, and set your intention for a fulfilling and successful life.

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