It's more and more common for professionals like Financial Advisors, Mortgage Brokers, Investment Specialists, Accountants and others to work independently, outside of traditional structures. We know that's not easy!
Our group is a place to meet like-minded professionals to educate each other and expand our networks of influence. If you're an independent financial professional, you can benefit from best practices and a feeling that you're not alone. If you're an institutional financial professional thinking about making the leap, you can learn from those who have already done so.
Members should be ready to learn and share best-practices as well as contribute to lively discussion on current industry developments. While we encourage members to network and create lasting reciprocal relationships, this is not a forum to sell your services directly to other members.
Once a month we meet in a casual setting to enjoy a short, prepared presentation on best practices from an independent financial professional who is enjoying success. Afterwards we are free to engage in conversation and networking with each other to take our own practices to the next level.
Each member is responsible for their food and drink during the meetup.