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Excellence by DesignWomen's Mastermind.

At Elevare, we understand the unique opportunities female advisors and practice owners have in a highly competitive and male-dominated profession.

We support the women in our community like no other, building a network and investing in their success so you never have to grow alone.

See the Program Next Steps

The ProgramA mastermind built exclusively for you.

Epicenter Collective has come together with Elevare to create a peer-to-peer coaching forum for the women of the community, facilitated by Chelsea Berry. It is a collaborative experience focused on what really matters: you. Each session is built around three core areas of success.


Understanding the personalities and motivations of ourselves and others


Leadership development, goal setting, and achievement


Practice management and tactical strategies for growth

We tackle business challenges in a safe and supportive environment and work to provide a roadmap to help solve for those challenges.

The DetailsWho is eligible, and what it takes.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Who Is Eligible

This group is an exclusive forum for successful female financial advisors who are owners of their practice. Advisors' staff members are not invited to these events due to the confidentiality of issues discussed, which may include staffing, compensation, and bonus programs.

Time Commitment

Plan to meet in person for half a day three times a year in Fresno, CA. There will be pre-work before each meeting based on prior commitments made and preparations needed for upcoming content. Accountability calls are available between meeting dates. To get the most out of this mastermind, we ask that you commit to the group for a minimum of two years.

The Elevare CommunityReal advisors, real connection.

Getting StartedA profile, an assessment, and a plan built around you.
 

Each participant will complete a Practice Profile and Practice Growth Questionnaire, which will be shared among the group. The profile outlines the structure of your team and the goals you have set for your business. Each participant will also receive an Enneagram Personality Assessment and a one-hour coaching session specific to their results prior to joining the group.

Expectations of Participants

  • Commit fully. Attend all sessions, stay engaged for the full two years, and prioritize this investment in yourself and your business.
  • Show up and participate. Be fully present, contribute actively, and support others with insights, encouragement, and accountability.
  • Be open and transparent. Share your wins, challenges, and financial insights honestly to foster real learning and growth.
  • Embrace challenge and growth. Step outside your comfort zone, be open to feedback, and adapt to new strategies and perspectives.
  • Take ownership. Execute on plans, track progress, and hold yourself accountable for results and follow-through.
  • Respect confidentiality and trust. Honor the privacy of the group and maintain a safe space for open and honest conversations.
  • Focus on long-term success. Prioritize sustainable growth over short-term wins, applying what you learn to build lasting wealth and impact.

What to Expect from Facilitators

  • Consistent presence and engagement. Show up prepared and engaged for all sessions, modeling commitment.
  • Respect and psychological safety. Create an environment where all voices are heard and valued.
  • Constructive feedback and guidance. Provide honest, actionable insights while fostering growth.
  • Challenging and expanding perspectives. Encourage participants to push past their comfort zones.
  • Clarity and transparency. Be open about frameworks, expectations, and real-world applications.
  • Facilitated learning and support. Guide discussions effectively while allowing participants to own their journey.
  • Accountability and follow-through. Support attendees in executing their plans while holding them accountable.
  • Lead by example. Embody the principles of learning, ownership, and continuous improvement.

The ResultsGrowth that shows up where it counts.

Advisors who take part consistently describe real, tangible growth: in their practice, in their confidence, and in how they lead. It is the kind of progress past participants come back for, year after year.

Real Growth.

Based on Past Mastermind Experience

Sample TopicsLeadership topic offerings.

Your mastermind is not limited to the topics listed below. Your topics will be built in collaboration with you.

Leadership & Personal Growth

  • CEO Thinking (and Acting)
  • Inclusive Leadership
  • Coaching & Mentorship
  • Performance Mindset
  • Executive Presence
  • Health and Well-Being
  • Balancing Intuition, Data, and Feelings
  • Enneagram

Team & Organizational Development

  • Building and Leading High-Performing Teams
  • Running Effective Team Meetings
  • Job Performance Meetings
  • Change Management
  • Financial Services Business Models

Business Strategy & Client Management

  • Mission, Vision, Values
  • SWOT Analysis
  • Annual Business Planning
  • Solving for Capacity
  • Client Journey & Acquisition
  • Prospect Pipeline Management
  • Marketing & Business Development

Innovation & Communication

  • Innovation & Creativity in Financial Services
  • Motivations and Money
  • Public Speaking and Presentations
  • AI and Financial Services
  • Possibility Thinking

Meet Your FacilitatorGuided by someone who has done the work.

CB

Chelsea Berry

Epicenter Collective • 10+ Years in Financial Services

Field experience: Chelsea spent eight years in the industry as a financial advisor, building her own practice from the ground up, after starting as private staff for an advisor.

Marketing & business development expert: her expertise in financial services marketing and authentic business development has helped countless advisors expand their markets.

Innovative visionary: she believes in running a lean and mean team, with custom processes and a modern, human-centered approach to the industry.

Learn more at Epicenter Collective →

Next StepsCongratulations on making this investment.

This mastermind is exclusively available to advisors within the Elevare community. If you are an Elevare advisor and interested in joining, reach out and we will walk you through next steps, including the Get Started Kit with the Practice Profile Questionnaire and Enneagram Assessment.

Schedule a Confidential Conversation