This December, you and your team are invited to reach new heights starting in the peaks of Park City, Utah, where breakthrough thinking meets breathtaking mountain views. Join us for a three-day Mastermind Team Retreat combining intensive learning, team building, authentic networking, and mountain adventure!
COUNTDOWN TO THE MASTERMIND TEAM RETREAT
WHY ATTEND?
There’s so much to look forward to, including:
- An Interactive Format: Collaborative breakouts where you work on real business challenges with fellow advisors.
- Downtime, Built by Design: Intentional breaks between intensive sessions for authentic connections and idea development.
- Team Development: Carefully curated content to strengthen how you work together while expanding your network.
- Unique Setting: Contemporary mountain retreat with premium amenities that inspire focused thinking.
"Just perfect. Lots of good content. Plenty of opportunity to get things done while on [the] trip. Ideal mix of food, conversation and learning."
YOUR ALPINE AGENDA
Whether you're exploring the new terrain solo or bringing your A-team, this experience delivers peak content you don’t want to miss:
DAY ONE:
FOUNDATIONS & LEADERSHIP
Participate in an optional experiential learning workshop on conscious leadership development. Designed for all attendees, this session will enhance how you lead peers, teams, and serve your clients.
DAY TWO:
BUSINESS DEVELOPMENT MASTERY
Dive deep into proven business development strategies through interactive
mini-sessions covering:
- Fit calls and prospect qualification
- Small group client events that drive growth
- Center of influence (COI) development
- Referral generation systems
DAY THREE:
THE FUTURE OF PLANNING
Explore the latest in holistic wealth management with sessions on:
- Bucket Plan updates and The Five Pillars framework
- AI integration for enhanced client experiences
- Real-world implementation strategies from top-performing advisors
**Note: Attending the entirety of Day Three (Thursday, December 4) is required to satisfy the BPC maintenance requirement.
*Agenda is subject to change
MAKE CONNECTIONS IN THE MOUNTAINS
Get to know more of the advisors around you by taking advantage of our structured networking opportunities:
- Evening receptions in stunning mountain settings
- Collaborative breakouts that encourage peer learning
- Team planning sessions to align your practice
- Open networking time with fellow top-performing advisors
- Solo advisor dinner arrangements for individual attendees
"Great content and speakers... This is a must attend. My staff is so inspired."
CHOOSE YOUR OWN ADVENTURE
Experience Park City's legendary winter offerings with curated mountain activities, like:
- World-class skiing and snowboarding at your doorstep
- Guided horseback riding, snowshoeing, and snowmobiling through pristine alpine terrain
- Olympic Park tours celebrating Utah's athletic heritage
- Spa and wellness amenities at the luxury Pendry resort
- Park City's historic Main Street dining and culture
ELEVATE YOUR SKILLS IN A SOPHISTICATED SETTING
Learn in luxury at the contemporary Pendry Park City resort, equipped with:
- Ski-in/ski-out access in the heart of Canyons Village
- Modern conference spaces with floor-to-ceiling mountain views
- Sophisticated guest accommodations with alpine or village vistas
- Multiple dining venues featuring local Utah flavors
- Full-service spa, fitness facilities, and concierge services
- Opportunities to explore Park City's Main Street attractions
"The level of collaboration, advanced capabilities, and overall passion shared by such a quality group..."
Ready to ski-in for the sessions and ski-out with transformative insights? Secure your spot before October 31!
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.
QUESTIONS?
Please contact events@c2penterprises.com with questions.
Note: Certain meals and excursions at the Mastermind Team Retreat are optional and may incur additional costs