We have specific criteria we are looking for with our community members. We have an application process to ensure we only allow members into the community who are a good fit. We are protective our our community core values. Most of our members are...
This is much more than a community of like minded financial advisors. Community is the foundation. We build everything we do on this foundation. Educational opportunities for professional development (no matter what stage you are at i.e. brand new or 1B+ in AUM firm), peer to peer mentoring (from people who have already overcome the challenges you now face), marketing and growth opportunities (best practices for marketing, lead gen, and collaborative relationships), training your team (why do it all yourself, learn from how others have done this successfully), practice your leadership skills, improve your quality of life, and most of all... Have fun again.
We have some requirements as this is a closed community exclusively of financial advisors. Our main criteria is, will you be a good fit for our community and its cultural values. You must be a licensed financial advisor. Designations are welcome, but not required. You should be a lifelong learner. You should have a growth mindset. You must have integrity. You should want to make your life better in some way and willing to take action to do it. You should be willing to mentor others if you want to be mentored. Having fun.
If you still have more questions, you can apply to join the community and a community member will schedule a time with you to discuss your remaining questions about joining the community. You can also contact us here.
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