Community Services
Aligning Wealth with What Matters Most
Achiever's Forum
$325/mo
A community bound by shared dedication to excellence and continuous improvement. The group embraces open dialogue, collective wisdom, shared insights and peer accountability. The facilitated learning and growth are inspiring for the members.
WisePractice Think Tank
$325/mo
This group of top tier advisors aims to be a hub of visionary leadership and innovation, uniting leading minds to foster groundbreaking ideas and strategies for the future.
Operations Leader Roundtable
$325/mo
Specific support for those leading teams and managing practices. Members bring their best ideas, most efficient processes and greatest learnings to the table.
WiseBranch Annual Conference
$175 Per Attendee
A refreshing, unique gathering that goes beyond the conventional conference format. It is designed as an invigorating break from everyday work life, offering a chance to forge meaningful connections with like-minded peers.
Practice or Family Retreats
$5,000/Practice or Family
Create a truly memorable experience that goes beyond the typical meeting- it's an opportunity to connect, decompress, delve into possibilities and address what matters most. Our comprehensive support spans the entire process from planning through execution, ensuring an enriching experience for all involved.
Off-Site Team Meetings
$3,000/day
Elevating the effectiveness of your time away and allowing leaders to concentrate on team engagement and input without the burden of managing the meeting. Assurance that all team members can participate and contribute and fostering the flow of open communication, creating and innovative thinking. This leads to enhanced collaboration, trust and a positive team culture. (Travel Costs Additional)
Family Meeting Facilitation
$3,000/day
A structured and effective approach to discussing sensitive and significant topics among multi-generational family members. Inclusivity and non-confrontational communication can often be achieved by a neutral facilitator that guides the communication, decision-making and problem-solving. (Travel Costs Additional)