OC Mastermind Group: Beyond Transactions

How Financial, Real Estate, Mortgage & Tax Professionals can collaborate to Build, Protect, & Preserve Client Wealth
About this Event

You are invited to join our OC Collaborative Mastermind group, a group where we will share strategies and insights designed to help professionals like you to grow and develop the skills necessary to succeed.

Topics of conversation for September includes:

• The Wealth-Building Ecosystem
• Where Wealth is Being Lost
• Turning Professionals Into a Client’s “Wealth Team”
• The Power of Strategic Referrals
• Peer Networking and Idea Exchange
• Real World Case Study