Engagement Opportunities
Catalyst
Series
An “action-oriented” spin on the traditional “idea-oriented” study group.
Together, 3-5 industry peers identify clear action items to drive real implementation in their individual practices.
The Summit Discovery Report
A deep-dive into your firm: the processes, the operations, the financials, and everything in between.
Together, we gain clarity on what is working, where the hidden bottlenecks exist, and how to build a more resilient and profit-driven firm.
The N.O.R.A. Engagement
A full-service operations engagement where we work directly with your team to focus on Numbers, Organization, Roadmap, and Action.
Together, we bridge the gap between where you are now and where you want to be.
Catalyst Series
We've all attended study groups or in-person seminars that left us energized and inspired, filled with invaluable insights and actionable strategies. Yet, when we return to our businesses, the challenge remains—where do we start, and how do we engage our team to implement these powerful takeaways?
The Catalyst Series bridges this gap. In small, committed groups of 3-5 industry peers, we go beyond ideas to execution—peeling back layers of opportunity and driving real implementation within your unique context. Through honest conversation and shared feedback, we create momentum for putting ideas into action - immediately.
Catalyst: Launch
Lay the Foundation for Scalable Success.
For solo advisors who have committed to a career in wealth management and are ready to grow. Launch helps you navigate the early stages of scaling, avoid costly missteps, and build the framework for long-term success.
Catalyst: Ascend
From Independent
to Autonomous.
For solo advisors ready to scale beyond themselves. Ascend focuses on building the brand, team, and operational structure that allows your firm to thrive—so your business runs smoothly whether you’re in the office or not.
Catalyst: Fusion
Unify Your Firm.
Elevate Your Impact.
For ensemble firms looking to create a seamless, high-performing team under one brand. Fusion helps you build a culture of collaboration, streamline operations, and maintain service excellence—turning a collection of advisors into a truly unified firm.
Catalyst: Known
Turn Your Client Experience into
Your Biggest Growth Engine.
For firms that want to build a referable brand. This group focuses on crafting an intentional client experience, refining your messaging, and strengthening every touchpoint—so your brand becomes known, memorable, and naturally attracts referrals.