Session 01
The generational transfer problem
Why most advisors lose the account when the money moves — and how to be the one who doesn't.
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Sider Road · Private Mastermind
The Trusted Advisor Mastermind
For wealth managers and financial advisors who work with family wealth across generations.
CONFIDENTIAL Every member signs a mutual NDA before joining. What's said in the room stays in the room.
8Seats per cohort
12Sessions over 6 months
NDASigned by every member
2026–27Current cohort
Why this room exists
Your clients aren't just managing money. They're managing families.
With all the conflict, silence, and history that entails. When the money moves to the next generation, everything you've built moves with it. This mastermind exists for the advisor who understands that the hardest part of this work is rarely financial.
Is this a fit?
Who it's for — and what we work on.
Who this is for
- Wealth managers with multigenerational client relationships
- Financial advisors navigating family dynamics
- RIAs building a referral-based practice
- Advisors managing estate and succession transitions
- Those who want to be indispensable — not replaceable
What we work on
- Retaining clients through generational wealth transfer
- Navigating family conflict without losing your trusted role
- Reputation management in a referral-driven business
- The conversations your clients are avoiding — and how to lead them
- Positioning yourself when the next generation takes over
What we explore together
The six sessions.
Built around the conversations that actually determine whether an advisor keeps the relationship — or loses it when the money moves.
Session 02
Family conflict you didn't sign up for
How to stay trusted by all sides without becoming a family therapist or losing the relationship.
Session 03
Design your reputation
In a referral business, reputation is the product. Most advisors leave it to chance. We don't.
Session 04
The conversation your client is avoiding
Succession. Competency. Death. The topics clients defer for decades — and what happens when they do.
Session 05
Influence without overstepping
How to guide family decisions without losing your role as the trusted neutral party.
Session 06
Building a practice that outlasts you
Succession planning for advisors. How to build a book that transfers — and a reputation that precedes you.
How it works
The structure.
8
Seats
No competitors in the same room.
12
Sessions
Over 6 months, every other week via Zoom.
NDA
Mutual
Signed by every member before joining.
+
In-person, optional
At the conclusion, the group decides together.
At the conclusion of the mastermind, the group decides together whether to meet in person. That decision belongs to the members — not the program.
8 seats · 2026–2027
Be the advisor the next generation keeps.
Every inquiry is reviewed personally. Investment details are shared privately, alongside your practice, your clients, and your goals.
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