Inner Circle Entrepreneur (ICE)

Inner Circle Entrepreneur is for successful advisors who don’t want to stop growing.

We help these advisors continue to expand their mindset, their entrepreneurial skills and their business by using live workshops, coaching and interaction with liked-minded peers to push them beyond their comfort zones into growth mode.

We often reach outside the financial services industry to bring outside perspectives to bear upon what we do. Our advisors always report that these sessions are incredibly valuable. Past guest speakers have included:

Past guest speakers have included:


  • Nido Quebein, entrepreneur, President of High Point University
  • Claude Stein, professional voice coach and musician
  • David Bull, executive chef and entrepreneur
  • Jeffrey Steele, Country Music Hall of Fame songwriter
  • Bridgette Tatum, #1 country hit songwriter

How Ice Works

Live Workshops

Each year, you’ll attend two 2-day live workshops with interactive presentations, discussions and live mastermind groups to help with your challenges. You’ll build community with fellow entrepreneurs as you dig deep into the highs and lows of your business and life.

Past workshop locations have included New York City, Nashville, Miami, Austin, Charlotte, Indianapolis and more.

Think Tank

You’ll gather for a one-day brainstorming session about what’s working and not working in your business. You’ll get valuable input from experienced ICE leaders and other experienced entrepreneurs.

Mastermind Group

Your periodic mastermind group will provide immediate feedback to challenges you face as a business owner. You will help provide solutions for others, and everyone will commit to specific actions before the next meeting. This powerful technique always earns high marks from participants.

Individual Coaching

As a member of ICE, you’ll receive 10 one-on-one coaching sessions a year with coaches who achieved great success as entrepreneurs. They have been where you are, and they know how to take you where you want to go.

Quarterly Webinars

Tune in once a quarter for interactive webinars which focus on implementing specific aspects of ICE principles.


Business Resources

ICE members receive periodic emails pointing them to current entrepreneurial resources, ideas and articles, along with occasional mailings of valuable information.

2023 Ice Events

ICE Workshop
March 22
New Orleans, LA

ICE Retreat
June 14-17
Asheville, NC

ICE Workshop
November 7
Nashville, TN

ICE Application

ICE is not right for everyone – it’s only for successful entrepreneurs who are committed to doing what it takes to push their business to the next level in terms of success and significance.

If you’re interested in joining, click below to fill out the application. 

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Complimentary Consultation

We’ve helped financial advisors build an extraordinary life and practice for over a decade and we can help you too.

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