Financial services and insurance professionals participating in a virtual networking and client acquisition mastermind focused on referrals, partnerships, and relationship-based growth.

6-Week Network Accelerator & Client Acquisition Mastermind For Financial Services & Insurance Professionals

Starts Tuesday, January 20 | 6:00–7:00 PM EST | Live on Zoom

This small-group mastermind is exclusively for financial services and insurance professionals who want to increase referrals, strengthen strategic partnerships, and generate more clients consistently, without spending endless hours networking.

This cohort is ideal for:
• Financial advisors
• Life & health insurance agents
• Wealth managers
• Other finance-based professionals who rely on relationships and trust to grow

Over 6 weeks, you’ll learn how to:
Double your sphere of influence by focusing on high-impact relationships
Build referral partnerships that consistently send you qualified leads
Turn networking conversations into real client opportunities (without feeling salesy)
Increase visibility and position yourself as the go-to professional in your niche
Implement a repeatable client acquisition system instead of relying on random events

You’ll also mastermind and collaborate with other financial services professionals who share similar challenges, goals, and growth targets, allowing you to learn faster, stay accountable, and build meaningful partnerships.

This is a high-touch, limited-seat cohort to ensure personalized feedback, real connection, and measurable results.

Want to learn more? Book a quick call here to see if the program is a good fit: https://calendly.com/dana-networkingknowledgeandgrowth/networking-strategy-call

Back to blog