What We Do

A small group of advisors, together with The Advisor Protocol and Duncan MacPherson of Pareto Systems, take a deep dive into issues around client acquisition and retention financial professionals face today.

Details

Join us for a full day in beautiful Palm Springs, California.

Mastermind Investment:
Travel

Upcoming Classes

  • January 30

  • February 20

  • April 16

  • June 6

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