Build trust. Strengthen communication. Start retaining more clients today with the Core Membership of The Collective Mastermind.
✅ Monthly Mastermind Calls — interactive group sessions focused on client communication and trust-building.
✅ Peer Collaboration — connect with other financial professionals to share wins, challenges, and strategies.
✅ Accountability Check-Ins — keep your goals front and center so you don’t lose momentum.
✅ Access to Recordings — revisit each session at your own pace.
This membership is billed monthly. You may cancel anytime. Core members do not receive access to in-person events, hot-seat coaching, or exclusive resource vaults, those are reserved for Pro and Elite tiers.