As a Founders Club member, you step into an exclusive circle of financial executives and unlock a wealth of resources designed to drive growth in the wealth management industry.

Become one of the first 100 Founders Club members and enjoy these special benefits:

1-Year Founders Club Membership – $30,000 with a lump sum option or $2,500 monthly.

• Wealth Management Mastery Series Subscription: Give your executive team access to four High Net Worth Investors Wisdom studies and two exclusive Financial Advisory Mastery studies.
• ​Comprehensive Thought Leadership Tools: Each study comes with a suite of resources, including the Play to Win Special Report, Keynote Slides, Mastery Series Infographics, Published Article for Repurchasing, Customizable Webinar Assets, Fireside Chat and Podcast Interview Guide, and Dynamic Social Media Toolkit.
• Wealth Management Consortium Membership: Join a dynamic community that convenes monthly for virtual Consortium strategy sessions. These sessions provide a platform to discuss the latest research, share success stories, and learn from the experiences of your peers. You’ll also have a voice in guiding future research, ensuring it remains relevant and beneficial to your needs.

2-Year Founders Club Membership – $60,000 ($30,000 invoiced annually or $2,500 monthly)

• ​All benefits of the 1-Year Membership
• ​Your choice of one study from the Wealthy Elite Series each year

3-Year Founders Club Membership – $90,000 ($30,000 invoiced annually or $2,500 monthly)

• All benefits of the 1-Year Membership
• Both studies from the Wealthy Elite Series each year

Our Wealth Management Mastery Series comprises three distinct research components:

1. ​High-Net-Worth Investor Wisdom: Understand high-net-worth clients’ unique needs and preferences and refine your approach to serve them better.
2. ​Financial Advisory Mastery: Equip your financial advisors with cutting-edge techniques and strategies to enhance their performance and increase client satisfaction.
3. ​The Wealthy Elite: Gain exclusive insights into the ultra-wealthy segment and learn how to capture a larger share of their assets.

3-Year Founders Club Membership – $90,000 ($30,000 invoiced annually or $2,500 monthly)

Take advantage of this opportunity to join the Founders Club at the special annual subscription rate of $30,000. After the first 100 memberships, the annual subscription will increase to $50,000.