Let me ask you this: how often do you feel like you’re a wealth advisor who is flying solo? It’s tough to find people who truly get what we do and the unique challenges that come with the territory. And that’s exactly where the Wealth Advisors Mastermind comes in.

We’re talking face-to-face, real conversations, where we share not just our wins, but the challenges we’re navigating and how we’re overcoming them. This isn’t just another networking event – it’s a game-changer.

You’re Invited!

I want to personally invite YOU to be part of this transformative experience. Each quarter, you’ll join a group of wealth advisors and entrepreneurs who are just as passionate about growing their businesses as you are. It’s where like-minded, driven professionals come together to level up.

We’re going to break down barriers, tackle tough questions, and come up with real, actionable strategies to accelerate our growth. This is your chance to connect with other wealth advisors who are in the trenches, facing the same obstacles, and—more importantly—finding solutions together.

And here’s the best part—it won’t cost you a dime! All we ask is that you show up authentically as yourself, ready to grow, contribute, and share. We’ll organize groups based on the size of your assets—whether you’re managing around $50 million, between $100-500 million, or over $500 million. We’re all in this together, with one common goal: growth.

We’ll Dig Deep In Our Conversations

We’ll ask questions like:

• How can I expand my business while growing the assets I manage?
• What risks am I overlooking that could derail my progress?
• How do I plan for a seamless transition?
• Where should I double down to maximize my impact?

These are the hard-hitting topics we’ll tackle in the Wealth Advisors Mastermind, and it’s going to be incredible!

So, are you ready to break through in your business and start building the future you’ve always wanted? We’d love to have you join us. Let’s grow, challenge, and push each other to grow this year!

Meet Tim Regan!

I’ve realized that in the course of helping to guide our clients, the financial advice is really secondary. While we take great pride in our track record of being second to none in the financial advice we provide, it is the work we do to help our clients live with purpose that gives deeper meaning to what we do.

Meet Tim!

FAQs

1. Who is the Wealth Advisors Mastermind for?
We want wealth advisors and financial industry entrepreneurs to join our Mastermind, who are as passionate about growing their businesses as we are. It’s where like-minded, driven professionals come together to level up!

2. What is the cost of the Wealth Advisors Mastermind?

It’s FREE! No gimmicks, no hidden fees. Just register with the link on this page and we will reach out to you with next steps.

3. What topics are covered in the program?
We plan to address many topics including asking questions like the ones here:

• How can I expand my business while growing the assets I manage?
• What risks am I overlooking that could derail my progress?
• How do I plan for a seamless transition?
• Where should I double down to maximize my impact?

4. What’s the time commitment?
We will meet quarterly (four times per year). You can attend in person or virtually!

5. Where do we meet?

We will meet at Prairieview’s office at 28 W. Nebraska St., Frankfort, IL 60423. You may also attend virtually!