Is there any fee to join the Inner Circle?
No, at this time the Inner Circle is available at no cost.
Who is the Inner Circle ideal for?
We are a new community of growth-minded wealth management professionals looking to scale business, grow business, and find ways to separate ourselves from the competition. Join the Inner Circle if you are a rising star at your firm, a leader at a wealth management firm, an employee of a firm that wants to generate new ideas for growth, or a financial advisor seeking to educate yourself.
What are some of the additional benefits of joining this community?
Joining the Inner Circle gives you an opportunity to learn from peers and experts within a community, gain scale so you can efficiently manage your business, grow your business, and stay ahead of trends.