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Fall 2026 · By Invitation
By Invitation

Private Wealth Sessions

Serving the $5MM+ client.

An exclusive four-session cohort on the language, mindset, and strategy required to win in the ultra-high-net-worth space and turn those clients into advocates who refer.

Led by Jeremy Straub, CEO & Founder
Sessions
Four, 60 minutes
Cohort size
Limited to 15
Dates
Oct 15 to Nov 5
Eligibility
5+ clients at $5MM net worth
The Curriculum

Four sessions. Fifteen advisors.

01
Wed Oct 15

Full session outline coming soon.

02
Wed Oct 22

Full session outline coming soon.

03
Wed Oct 29

Full session outline coming soon.

04
Wed Nov 5

Full session outline coming soon.

The Track Leader

Jeremy Straub

Chief Executive Officer & Founder

Fifteen seats. By invitation.

Requests are reviewed against the eligibility criteria. You will hear from us directly.

Request an Invitation
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