Strategic Planning for 2025
Includes Q&A - with Duncan
Tuesday, November 19th at 12 pm ET
By refining your plan for the coming year over the next few months, rather than on a Sunday evening over the holidays in December, you'll create a plan that better serves you and your team, is more actionable and predictable, and consists of goals that are balanced, clear and attainable.
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e-Mastermind with
Duncan MacPherson
The Advisor PlaybookThe Advisor Playbook
3-Hour virtual event
Roundtable discussion
10 elite advisors at each event

e-Mastermind with Duncan MacPherson

Join Duncan MacPherson, co-author of The Advisor Playbook, and a small group of like-minded top professional advisors for this three hour fast-paced virtual event. Each e-mastermind has 10 available seats, with Duncan as the host and moderator, you will get to hear what other top advisors are doing right now to come out of the current environment stronger than ever. This is not a pep talk, group hug or lecturing data dump, but rather a productive, actionable conversion with a clear path to implementation.

If you are an independent advisor, with a growing team behind you, and at least 10 plus years of industry experience then this event is for you.

The e-mastermind process includes a pre-mastermind consultation with Duncan ensuring you get the most out of your experience.

Schedule*:

All e-Mastermind sessions run 12:00 PM through 3:00 PM Eastern

    *More sessions may be added to accommodate demand. Dates may change, please check back here for the most up-to-date schedule.

    Important Details for the Event

    • This is not a team event, it's for the lead advisor.
    • Ensure you are in a quiet location shut off from any distractions.
    • Have a good camera set up, we want to see your face.
    • Log in early! To help avoid any issues as we start promptly on the hour.