Keynote

Keynote Speaker: Robert Richman 

Former Culture Strategist at Zappos and author of The Culture Blueprint, Robert Richman has guided Fortune 100 companies in creating exceptional customer and employee experiences. As co-creator of Zappos Insights, he transformed a simple website into a multi-million-dollar business that has educated over 25,000 professionals annually on building high-performance workplace cultures. 

Robert brings his extensive experience working with companies like Google, Toyota, Salesforce, Eli Lilly, and now C2P to help you discover how culture can be your competitive advantage. His interactive approach will challenge you to tap into your team's full potential and create systems that align with your firm's North Star. 

Growth Training Specialist: Libby Greiwe 

Meet "The Efficient Advisor" podcast host, Libby Greiwe, who built a 7-figure financial planning practice while working just 25 hours per week! After 16 years of success culminating in a profitable practice sale in 2019, Libby now shares her proven systems and processes with advisors who want to escape the grind without sacrificing results. 

Libby will break down the essential functions of a thriving advisory practice into actionable, step-by-step processes. Her practical approach delivers immediate solutions to save you time, money, and frustration – guiding you from overwhelm to efficiency with templates and strategies you can implement right away.

Event Emcee: Andy Buckley 

“Henry David Wallace, I presume??” 

You might recognize Andy Buckley as David Wallace, the CFO of Dunder Mifflin from NBC's hit comedy "The Office," but did you know he spent years as a Financial Advisor at Merrill Lynch? As part of a team managing over $500 million in personal assets, Andy brings a unique blend of financial industry knowledge and entertainment expertise to the 2025 Mastermind Collegium. 

His background in both worlds makes him the perfect guide for our two-day journey, delivering laughs while keeping our focus on the valuable insights that will help transform your practice. 

Find Your Direction

Learn from top-performing advisors who've navigated the challenges you're facing and discover strategies that have guided their success.

Chart Your Course with Exceptional Content

Gain actionable insights on building high-trust client relationships, crafting efficient practice systems, and creating a culture that attracts and retains both clients and talent.

Set Your North Star

Leave with clarity on where your practice is headed and the practical tools to get there. Define the guiding principles and goals that will direct your decisions and actions for years to come.