A Private Mastermind For Elite Financial Advisors who want to 10X their
Income, Impact & Legacy
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The Ultimate Advisor Mastermind was created to help financial advisors who are looking to create a bigger impact in their communities while geometrically increasing their revenue, and building a legacy to last for generations.
DIFFERENT THAN ANY OTHER MASTERMIND, SEMINAR, EVENT, OR STUDY GROUP…
We curate all the members to ensure they fit in this criteria:
Production Requirements
If you are an advisor with at least $500,000 in production and are looking to grow and scale your business by your definition, then this is for you!
A Focus On Implementation
If you are tired of going to meetings, listening to podcasts and reading amazing books, all without implementing as much as you’d like, then this is for you!
People Who Are Biggers Thinkers
If you want to surround yourself with some of the brightest minds in the business, then this is for you!
Automation and Scalability
If you want to grow your practice in a way that is automated, simple and focused, then this is for you!
A Fiduciary Mindset
This is a space made only for those that want to act in the best interest of their client. We are not hard sellers and don’t teach those tactics. We do collaborate on how to best serve!
Givers Only
If you are a natural giver who wants to offers their best ideas and commentary for the benefit of others, then this is for you!.
WHAT IS A MASTERMIND?
A mastermind is a collective gathering of individuals that share a common interest or passion who all seek to elevate each other through information, resources, connections & confidentiality.
The Ultimate Advisor Mastermind is specifically focused on helping financial advisors radically improve their practices through…
INFORMATION
Each meeting will curate some of the brightest minds in the financial advisor field. Everyone will also share what is working across the industry in order to help everyone achieve more success.
CONNECTION
ACCOUNTABILITY
CONFIDENTIALITY
THE MASTERMIND ALSO INCLUDES:
Access To The Entire Ultimate Advisor Platform ($5,000 Value)
Each Mastermind attendee will get access to the entire Ultimate Advisor Coaching platform. The resources contained in the platform include marketing automation templates, team building, strategies, checklists, strategy guides, and step-by-step templates to help you achieve more success inside of your practice.
Three LIVE (2-Day) Meetings Annually For Every Member
Three times a year, we will meet in different cities across the U.S. to learn from top speakers, and to crowdsource solutions for each other’s businesses. You’ll find out what’s working, what’s NOT working and learn how you can continually shortcut the time it takes to achieve your goals.
Two LIVE Coaching & Accountability Calls Monthly
Each month you’ll get access to live coaching calls for you to ask questions, get support, solve your biggest issues and gain insight on your business growth, your team and your marketing. This will allow you to implement everything you learn much faster and have a team of trusted advisors and mastermind members to rely on.
Press play to hear what one of our Mastermind members has to say
In essence, The Ultimate Advisor Mastermind is for financial advisors who wants to grow into becoming the #1 trusted authority in their market, stand out from the competition, and make a massive impact on their clients and the community as a whole.
YOUR INVESTMENT IN …
Our goal is that the Ultimate Advisor Mastermind becomes the single greatest resource that you rely on in your Advising Practice. As such, we painstakingly provide countless un-published resources, including: hands-on-help, custom marketing and design work, automated marketing funnels, team management resources and consulting strategy sessions…
AT NO ADDITIONAL COST!
It’s so much more than just a meeting. It’s a community… a family… a tribe… of financial advisors who are all striving for a competitive advantage and THIS IS IT!
As a result, we recognize that the Ultimate Advisor Mastermind is not for everyone.
We have done our best to make this as easy of a decision as possible…
So what are you waiting for?
Complete the Application.
We will then set up a phone call to discuss more about the group, answer any questions you may have and help you to get the most out of the Mastermind.
MEET YOUR
MASTERMIND FOUNDERS
Decades of Experience To Help Curate Your BIGGEST LEVEL UP in Business
BRYAN SWEET
Bryan is the founder of Sweet Financial and a Chairman’s Council member of RJFS since 2003. He has been featured as a Forbes, Best in State advisor for the state of Minnesota and was previously named to the Inc Magazine top 500 list for fastest growing Private Companies.
Bryan’s Super Hero Ability is the ability to see the biggest picture possible and create the vision to execute upon the plan.
BRITTANY ANDERSON
Brittany is the Co-Founder of Dare to Dream Enterprises and Director of Operations at Sweet Financial, RJFS. Brittany is also author of two books – Imagine. Act. Inspire. A Daily Journal and Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To.
Brittany’s Super Hero Ability is the Ability to Organize, Lead and Train Successful teams who are rapidly scaling their businesses.
DRAYE REDFERN
Draye is the founder of Redfern Media, a marketing and consulting agency that helps business owners redefine their traditional approach to marketing. Draye is one of the most sought after direct-response marketers serving clientele that have included elite financial advisors, New York Times best selling authors, Sharks from ABC’s hit TV Show “Shark Tank” and many others.
Draye’s Super Hero Ability is the ability to make the complex, simple through the implementation of high-level marketing strategies.
THE MASTERMIND COMES COMPLETE WITH THESE AMAZING PROGRAMS
These special additions to the program will round out your business and will give you all of the tools needed to level up, leaving nothing to the imagination.
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For Advisors who…
- Have Experience as an advisor
- Want to attract clients in unique methods
- Create a one-of-a-kind differentiation from their competitors
- Recognize that their “traditional marketing” is not always enough
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Help You Nurture Your Existing Clients and Create Endless “WOW” Moments That Keep Them Coming Back Time And Time Again…
For Advisors Who Are Looking For…
- Ways to Create Raving Fans of Your Business and Endless Reoccurring Revenue
- Better ways to nurture their clients AND employees to offer an even higher caliber of service.
- Nurture campaign templates and sequences to help you automate your email marketing using a proven framework and step-by-step instructions.
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Build An A-Team Of Implementers, Build a Team Predictably and With Greater Ease, And How You Can Put These Practices Into Action Today!
For Advisors Who Are Serious About Scaling Their Practice And Comes With…
- Six Sections of Content to Help You Improve and Exponentially Grow Your Practice
- More than 30-Video Lessons that are Jam-Packed with Content and Resources
- Live Interviews with Other Financial Offices to Gain Insight On How They Run Their Practice.
- Compensation and Incentive Plans
- A Two Part Detoxifying Your Life Tools PDF
- New Hire Checklist
LET US HELP YOU LEVEL-UP YOUR PRACTICE
Want To Scale Your Financial Advising Practice with Predictable Growth And An Endless Flow of New Leads?
What would your advising practice look like if…
The Mastermind is for you if:
You are a financial advisor who has more than 50 million in AUM
You would like more predictability in your practice
Your firm is struggling to get noticed and attract clients
You’re so focused on your firm that you barely have any time to do things you really love to do
You’re ALWAYS feeling as though you’re the only one experiencing difficulty. You do not how to effectively balance work and home life to avoid stress and burnout
You struggle to do all the work, get new clients, create marketing strategies for your firm as you try to wear all hats in your business
Would like to create systems and automations that increase the client experience and decreases the amount of time it takes to convert a prospect to a customer