The Mastermind Collegium continues to be an event filled with insights and learning from the country’s top minds, both from outside and within C2P.  Educational sessions and opportunities to learn from your peers will be abundant.  Collaboration, networking, and fun are intertwined to create an unforgettable event!


Every Superhero Needs a Sidekick!
New for 2023- Bring Your Team

Extend the learning and excitement of the Mastermind Collegium to your team!  This event will feature an added track for your operations / administrative staff.  Not only will your team members attend a portion of the general sessions, but they will have the opportunity to learn from thought leaders and others with similar roles.  Practice management topics including tools for success, team building, and the like will be addressed, and the opportunity for collaborative and guided networking and idea sharing will exist.  This will provide a forum to connect, learn, and share with peers, further supporting the advancement of your business.



Finding a Mentor and Becoming a Leader

Be the mentor for others that you would want for yourself. While being that dream maker for another and by surrounding yourself with the best people to bring out the best in you, you give yourself and others the best chance for success. Jim Morris will tell his own story of defeat while believing the wrong kind of people and shares about his successes while surrounded by key people who helped him believe in himself and pushed him to be the man he is today.

Speaker: Jim Morris, former MLB pitcher and inspiration behind The Rookie starring Dennis Quaid



The Art of Building High-Trust Client Relationships

The single most important thing that has to happen for people to do business together is… TRUST. Especially when it comes to money. Yet, most Financial Advisors really don’t know why people trust them, why people don’t trust them, or how to consistently build High-Trust Client Relationships… on purpose.

Speaker: Bill Bachrach, CSP, CPAE, author and creator of the AdvisorRoadmap™ Virtual Training Platform

Why Should You Attend the Mastermind Collegium?

Learn from Peers

Hear from other top advisors in the industry on where they’re having success

Over 15 Sessions

Content on high-trust relationships, succession planning, and filling your pipeline

NEW: Team Track

Resources for team members to help scale your business

Have Fun!

The night out is always full of laughs and guaranteed to be memorable


The Hilton Cleveland downtown is located in the heart of Cleveland and is surrounded by stadiums, museums, and a short walk to Lake Erie.


Tickets are not available for purchase to the general public!
Are you not with C2P, but want to make sure you don't miss out on this opportunity with other top advisors?
Click here to speak with our team.


Please contact Dina Giavroutas at with questions.