Join the growing number of financial advisors
scaling their practices while
prioritizing freedom, flexibility, and fulfillment.
Included in your membership:
Masterclass
Wave Three Mastermind Community membership begins with an initial 2-day, live online masterclass to launch your business forward with immediate, tangible results.
Resources
Advisors and coaches from around the country share tried and true materials: fact finders, sales presentations, marketing collateral, social media and blog content, and much more.
Community
Graduates of the masterclass are invited to join the Wave Three Mastermind Community where you will find support, motivation, accountability, and comradery among experts and peers.
You've Already Found Success
As the likely founder of your business, you have been largely personally responsible for your success to this point.
You’ve had the vision, creativity, and tenacity. You’ve done everything that was needed, taking on all sorts of roles and responsibilities along the way.
You’ve worked harder and produced more than many people around you. But after some time, you've noticed the grind taking a toll. Your calendar is filled beyond capacity. And as you put your dreams of a great lifestyle on never-ending hold, you start to wonder what all that hard work is for.
To get to the next level, you'll have to do things differently.
Now It's Time to Launch
Access the coaching, resources, and community that will propel you forward.
Clearly articulate your vision, delegate execution, inspire your team, and get your life back.
Wave Three
Principles for Practice Growth
Clarify
Is your big vision ready for reality?
As the business owner, your primary role is the visionary leader of your practice. Your big-picture ideas and solutions will propel your practice to new heights.
Simplify
Are you taking the minimum action to achieve the greatest result?
Your daily tasks should be laser-focused on activities that move your vision forward. Learn to delete, delegate, defer, and do the right tasks at the right time.
Scale
Is your business ready to grow?
We can show you how to prepare for growth by properly structuring your team, systemizing, and holding each role accountable. You'll avoid chaos and have a culture people love coming to work for.
Step Away
Are you taking on the role of business owner?
Eventually, your team can be ready to fly solo, and you can step away as little or as much as you like, knowing things will continue to run smoothly.
Built for Busy Advisors
Access valuable information fast
I'm sure we can agree that the last thing you want or need is long calls and trainings that take up more of your limited time. In the mastermind community:
Modules are available on-demand and live sessions are recorded. Discussions are focused on delivering the facts you need without the fluff. Get in, get out, and get back to business.
Bypass trial and error as you grow your business. There's no guesswork needed. Many advisors and business owners have come before you, blazed the trail, and want to share how they did it!
Get your time back. Learn the business structures and strategies proven to increase efficiency. The resources in the program are created to give you MORE TIME, not take it away.
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Streamline your calendar and inbox
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Put the right people in the right roles
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Replace complexity with a simple path to scale
Am I ready for Wave Three?
The Wave Three Mastermind Community is for financial advisors who have found success and are looking for access to the resources, network, and personal advice they need to reach the next level. Get ready to explore some changes to the way you’ve always done things– with the potential for dramatic improvements in your life and practice! We suggest you exceed the requirements below for maximum benefit from the mastermind community. If you have any questions, feel free to book a call. We’ll be happy to find the resources that best fit you.
You’ll be a great fit if you:
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Are a licensed independent financial advisor (IAR or Broker-Dealer affiliated) and the owner of your practice
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Feel confident in your sales ability in the conference room
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Have reliable lead-generation strategies that are consistently filling your calendar
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Are generating at least $12M in annual new production
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Have at least one employee
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Have reached a level of growth that is feeling pressure-packed or chaotic and you're ready to streamline
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Are open to both learning and trying new things
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Are open to sharing your successes with others
Included in Your Membership
Community-Only Exclusives
2-Day
Masterclass
Live Weekly
Coaching
On-Demand
Training
Exclusive
Templates and Tools
Community of
Experts & Peers
Topics of Discussion
New &
Traditional Marketing
Tools &
Software
Health &
Mindset
Business
Structure &
Planning
Financial
Planning
Sales &
Presentations
Training for
Staff
Simplification
& Systems
Business Sale
& Succession
