This week's #MondayMojo is short and sweet. I've curated a list of my favorite places to grow this fall.
Each of these events offers learning opportunities that can help you connect with like-minded peers, get away from the daily grind, and shift your thinking and growth into a higher gear:
- Portside Wealth Group Conference
| October 1 | Park City, UT I’m holding a private event with Portside Wealth in Park City on "How to Build a High Growth, High Profit, High Happiness Practice.”
- RIA Edge West
| October 7-9 | Marina del Rey, CA Use code WEST2024SPK for a special discount! Don't miss my keynote on "Secrets to Scaling Growth (without eroding margins or joy)” live and in person! Every attendee gains access to my Limitless Practice Diagnostic tool to uncover key growth opportunities, and two advisors will win a free 30-minute coaching session with me!
- XYPN Live
| October 15-17 | Minneapolis, MN I’m teaming up with XYPN Advisor Adam Cmejla, CFP?, for a series of Limitless learning opportunities:
- The Fearless Investing Summit
| October 23-25 | Nashville, TN Join more than 1,000 industry innovators for a deep dive into the latest in wealth tech, investing strategies, and financial trends shaping wealth management's future. And be sure to say hi to Dan Bolton – he runs epic events!
- Flourish
Webinar | October 29 | Virtual Be on the lookout for details on my upcoming webinar with Flourish (and check out their new offering. I instantly "loved”? Flourish cash as a client).?
- Women Advisor Summit
| November 6 | New York City, NY This is one of my favorite events for growth-minded female advisors and allies, featuring inspiring sessions on navigating market shifts, boosting confidence, leveraging AI, and growing your client base.
- RIA Activate
| November 12 | San Diego, CA Use code LIMITLESS20 for a special discount! Don't miss my keynote on "Scaling from Millions to Billions (without eroding margins or joy") live and in person! We’ll take a deep dive into the 3 key scaling challenges every firm faces, the 4 biggest growth blockers, and the 5 critical shifts you need to ignite real, sustainable growth.
If you’re attending any of these events, be sure to stop by and say hi—I’d love to chat about your growth plans!
P.S. ??The doors are opening! Join my exclusive VIP webinar on October 2 where I’ll share the blueprint to 2x, 3x, or even 5x your growth while taking 100 days off a year. I’ll also share details on Michael Kitces joining the 2025 faculty. It’s only for those on the 2025 Limitless Waitlist—so sign up now
to secure your spot!
