CFP, SPEAKER AND AUTHOR
Teaching leadership skills and accountability to small groups of multidisciplinary professionals
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.
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.
We will meet semi-monthly to learn leadership skills and conduct, discuss current case study analysis and the power of intention.
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.