Elevare Female Advisor Mastermind

Helping you move from Advisor to CEO

This peer-to-peer coaching forum, facilitated by Chelsea Berry and Dawn Wolfgram, will focus on what really matters - YOU.

The Elevare Women’s Mastermind is a collaborative learning experience focusing on growth strategies for building the practice you’ve always wanted.

We’ll tackle business challenges in a safe and supportive environment and work to provide a roadmap to help solve for those challenges, while presenting frameworks, best practices, and models to support your decision-making, and help you move out of the “advisor” seat and into “CEO.”

Advisors who participate in Masterminds report revenue of 20% higher than that of their peers.

Who is this for?

This group is an exclusive forum for established female financial advisors that are owners of their practice.

Most advisor groups fall into one of three categories: study groups, product-driven meetings, or motivational workshops.

This is different.

  • This Mastermind is intentionally designed for Female Financial Advisors, and developed with content specifically suited to your needs, challenges, interests, and opportunities. Conversations are relevant and high-impact.

  • We don’t just talk about ideas, we work through real business challenges, real numbers, and real decisions in real time.

  • These aren’t random Zoom chats or “whoever shows up” kinds of study groups.

    Masterminds have structure, rhythm, and expert guidance.

    And, you don’t have to do any of the planning!

  • Between live sessions, there are opportunities to engage in accountability calls to ensure momentum, implementation, and follow-through.

  • This isn’t just about revenue or production. We talk health, capacity, leadership, systems, team dynamics, energy, legacy, and how you actually want your life and business to feel.

What You Get

  • 3 in-person Mastermind Sessions per year

  • Hot-Seat Strategy Sessions

  • Accountability Calls in-between sessions

  • Small, Curated Cohort (cap at 12 participants)

  • Strategic Frameworks & Industry Best Practices

  • Expertly Facilitated Discussions from Industry Leaders

  • Specialized Events

  • iEQ9 Enneagram Assessment + Coaching Session

  • & more!

Frequently
Asked
Questions

  • A mastermind is a small, intentionally curated group of peers who come together to think strategically, solve real challenges, and hold each other accountable.

    This is not a class or a course. It’s not a networking group or study group. It’s a collaborative, high-trust environment where every person brings their experience, ideas, and obstacles to the table, and everyone leaves sharper.

    The concept dates back to Napoleon Hill’s Think and Grow Rich, where he described the “Master Mind” as the energy created when two or more people align their focus and insight toward a shared goal.

    In this context, it means:

    • Real conversations about what’s working and what’s not

    • A space where iron sharpens iron

    • Tangible progress, not just good ideas

    A mastermind is where high-performing people come together to build better.

  • We are huge fans of Study Groups AND Masterminds, and have often participated in both because they serve different purposes. Here’s how it’s different:

    Study Groups:

    • Often unstructured & casual

    • Usually focused on sharing ideas or best practices

    • No clear goals or accountability

    • Peer-led & organized

    • Often lacks accountability and consistency, and fizzles out over time

    Masterminds

    • Structured & professionally facilitated

    • Focused on solving real-time business problems and driving results

    • Members commit to action and report progress

    • Hot-seat style opportunities

    • Expert-led and organized, with peer engagement

    • Designed with clear cadence, expectations, commitment, and measurable impact.

  • Female financial advisors affiliated with Elevare Advisors, who are serious about growing their business, improving how they lead, and building something that lasts, whether they’re just getting consistent, scaling a team, or planning legacy and succession.

  • No.

    These masterminds are built specifically FOR financial advisors, and we ask that staff and leaders do not attend due to the nature of the discussions and the trust we build in these spaces.

    • 3 Live Sessions per year

    • Accountability calls in-between

    • Hot-Seat participation

    • 1-year commitment, with priority for those who want to engage for 2+

  • No - it’s not a course, class, or 1:1 coaching package. There are teaching and frameworks, when needed, but the value comes from:

    • Collective problem-solving

    • Strategic conversations

    • Accountability and momentum

    • Being in a room with people at your same stage of growth

    • Industry experts and best practices

    • A sense of being re-energized about their practice

    • Higher revenue & GDC

    • Clearer business direction and goals

    • Better decision-making

    • Improved systems

    • Better team structure and communication

    • Efficiency

    • More confidence

    • Less isolation - more honest, strategic collaboration

Meet Your Facilitators

Chelsea Berry

Chelsea Berry brings firsthand financial services experience, contagious energy, and a deep curiosity about human behavior to her work with financial advisors and their teams. Having built and sold her own financial planning practice, she understands the ambition, uncertainty, and responsibility that come with growing a business. Today, she helps advisors strengthen the human skills that turn expertise into meaningful relationships, effective leadership, and lasting success.

As a keynote speaker, emotional intelligence strategist, and facilitator, Chelsea helps people understand what drives them, recognize how they affect others, and become more intentional about how they lead. Her work connects personal growth with professional performance, helping advisors build businesses that reflect both their goals and the lives they want to create.

Chelsea brings warmth, humor, and a willingness to ask the questions that move a conversation forward. She creates opportunities for people to challenge their assumptions, explore new perspectives, and recognize possibilities they may have overlooked. Her approach pairs encouragement with accountability, helping advisors turn insight into action.

Her expertise includes emotional intelligence, self-awareness, communication, leadership development, marketing, and relationship building. As an accredited iEQ9 Enneagram practitioner, Chelsea helps advisors understand the motivations behind their behavior and appreciate the different perspectives of their clients and colleagues. These insights become practical tools for navigating difficult conversations, giving meaningful feedback, building trust, and working more effectively together.

Whether she is facilitating a workshop, guiding a mastermind, or coaching an advisor through a business challenge, she helps people see how their everyday choices shape the environments around them. Participants have opportunities to practice, reflect, and apply what they learn to the situations they face in their own practices.

Her approach is personal and collaborative. Chelsea takes time to understand what each advisor wants to build, where they feel stuck, and what might be getting in the way. She brings a particular enthusiasm for helping ambitious people expand their thinking while getting clear about the next steps that matter most.

Chelsea helps financial advisors grow their practices, strengthen their leadership, and shake the world in ways that matter to them.

Dawn Wolfgram

Dawn Wolfgram brings over 30 years of unparalleled experience in the financial services industry. Her career is marked by a relentless drive for excellence, a passion for growth, and an unyielding commitment to helping financial advisors and their teams reach their highest potential.

Known for her infectious energy and positive attitude, Dawn makes work both impactful and enjoyable. She believes that success is not just about achieving goals but about finding joy and fulfillment in the journey. This mindset is what fuels her mission: to empower advisors to unlock their full potential and lead with confidence, clarity, and purpose.

Dawn’s clients describe her as a strategic thinker, a problem-solver, a catalyst for growth, and their biggest cheerleader - always pushing advisors to think bigger and reach higher.

Dawn’s expertise spans practice management, leadership development, sales, recruiting, compliance, and operations. She has a proven track record of transforming practices into thriving enterprises, using her strategic insights to drive substantial growth, operational efficiencies, and enhanced client experiences.

Her approach is deeply personalized—she takes the time to understand each client's unique challenges and aspirations, crafting tailored strategies that deliver measurable results.

What truly sets Dawn apart is her ability to create a culture of success. She is not just a consultant; she is a partner who is invested in her clients' journeys. Dawn brings a blend of motivation and accountability to every engagement, encouraging her clients to step out of their comfort zones and embrace new opportunities. Her data-driven analysis and proven systems provide a clear roadmap for success, while her supportive, upbeat nature ensures that the process is both engaging and inspiring.

Dawn’s personality is a dynamic mix of drive, optimism, and resilience. She’s the type of leader who can turn challenges into opportunities and obstacles into stepping stones. She thrives on seeing her clients succeed and takes pride in knowing that her work helps them achieve not only professional success but also a more balanced and fulfilling life.

In every interaction, Dawn Wolfgram brings a powerful combination of expertise, energy, and genuine care. She is committed to making a lasting impact on the financial services industry, one advisor - one leader - at a time.

With Dawn by their side, financial advisors are not just aiming for success—they’re redefining what’s possible.