| Investment Café |
Let’s talk allocation and how we think about investing for real life objectives. |
| Demo Day |
Bring in a special guest from a preferred Tech Vendor to give us an updated walkthrough and open office Q&A |
| Community Roundtable |
Everyone comes together and shares a brag (something you're proud of), a give (where you can help), and an ask (what do you need help with). |
| Marketing Lab |
Chat about marketing and growth tactics: referral stories, community events, authentic social presence. What’s something you’ve done that’s working. |
| Workflow Rodeo |
Walk through an onboarding journey step-by-step; crowdsource ways to add value or cut friction. Quick stories of a process hack or shortcut that saved you hours. “What’s your most underrated workflow tweak?” |
| Case Study IRL |
A real life but anonymized planning scenario (e.g., concentrated stock, special-needs trust). Crowd-source creative solutions. |
| Advisor SOS |
Quick meditation around the struggle. Boundary-setting and productivity wins. There are times this career gets Hard. Let’s talk about that. |
| Mindset & Mission |
Story swap: moments that make you realize the impact of this profession. Roundtable story session. |