Every great business has a board around it. Most financial advisors don’t. Peerage is the working board you’ve never had a small, deliberately capped room of high-caliber advisors, together for two days a year, serving each other.
Sarasota · Florida
It starts with two days in the room with advisors who get it, then a board that keeps you accountable through the rest of the year.
Focused classroom sessions built around the business you're building — two days away from the noise to think, plan, and decide.
A shared group experience designed to turn a room of strangers into a board that trusts each other — fast.
After the first day in the classroom, we sit down together. It's where the guard comes down and the real conversations begin.
Real talk with advisors operating at the level you're reaching for. Membership is by invitation, so the room stays small enough that no one hides.
Your board reconvenes three times, spaced evenly through the year, to review progress and keep your commitments alive.
The same peers, all year long. They know your goals, your numbers, and your blind spots — and they'll call you on them.
Your seat covers it all: classroom, lunches, the Board Dinner, the group activity, and all three board calls.
You’ve built something significant. The advice you give every day — the kind that compounds wealth and changes families has been delivered, by you, to your clients. But there is no one delivering it to you.
You don’t have a CFO. You don’t have a board. You have a coach, maybe a study group, maybe a peer or two you call when something burns. What you don’t have is a room.
Peerage is that room.
Capped seats. One table. Two days a year. Every advisor in the chair brings something real a stuck deal, a hiring decision, a strategic call they can’t see clearly and the room takes it on. Other operators who’ve been in versions of that exact spot push, ask, challenge, suggest.
You leave with answers you wouldn’t have arrived at alone. Because you weren’t.
Most events run on a stage and an audience. Peerage runs on a table and a circle. There is no audience here.
Every advisor in the room is simultaneously a board member and the business being served. When the room takes up your challenge, every other advisor leans in. When the room takes up theirs, you do the same.
You are the content. The room is the curriculum.
Seats
Days
Table
It isn't
No keynote. No ballroom. No sponsor table. No name tags hanging from lanyards.
It isn't
The facilitators aren't there to fix your business. The room is.
It isn't
No business cards. No LinkedIn pitches. No after-hours angling for the next deal.
What it is
A working board of advisors who happen to also be your peers. The closest thing most advisors will ever experience to a CEO’s bench around them – because that bench is made of other CEOs.
Two days in Sarasota. A deliberately small group of
advisors at one table — built around community, connection, and shared experience.
There’s no stage. No keynote. No slide deck. No name tags. The two days are designed for many opportunities to connect with the other board members, working sessions where the room takes up the real challenges each member brought to the table, group meals where the conversation keeps going, and an off-site activity that changes year to year. Time, deliberately, for real relationships to form.
By the time the room closes on day two, every member has been served by the board and has served the board. The next moves are named out loud. Accountability pairs are formed. Every advisor walks out with a bench they didn’t have when they walked in.
Peerage is anchored by two days a year but the board doesn’t end there. Between summits, the room stays in motion.
Standing Convening
Two to three video calls a year. Same room, just compressed - same candor, same mechanics, no plane ticket. Standing dates on the calendar so the rhythm holds between summits.
Always-On
An ongoing group chat that runs all year. Use this space when you need a peer in your corner: a question worth fresh eyes, a win worth sharing, a wall you're hitting. The whole room, always one message away.
Peerage is intentionally small and deliberately curated. Membership is by invitation only, extended to past and present Getting Results Inc. 1:1 coaching clients. Seats are capped each year to keep the room small and to encourage lasting relationships and real personal interaction.
The bar isn’t credentials or production levels. It’s whether you’re ready to be useful to the other people in the room and whether you’ll let them be useful to you.
The members who get the most out of Peerage come in with a real challenge, a willingness to be candid, and the maturity to receive truth from peers who’ve earned the right to give it.
If you’re in our 1:1 coaching world and haven’t received an invitation, request one below. Our coaching team reviews every request personally. If you’re not yet a client, the way in starts with a conversation about 1:1 coaching. Reach out and we’ll point you in the right direction.
The advisors are the board. The facilitators hold the room.
Founder & Coach
Co-founder of Peerage. Decades inside the financial services business. Ken brings the operator's eye and the candid pushback that the room counts on.
Founder & Coach
Co-founder of Peerage. Lauren holds the room's structure and tone. The part of facilitation that looks effortless because it's done well.
Standing Convening
Architect of the S.E.A. Framework. In Peerage, Gino sits at the table as a coach and facilitator, keeping the room's tempo, pulling the threads that connect one chair to the next.
Real conversations. Shared ideas. Meaningful connections.
Peerage Mastermind 2027 convenes February 25–26 in Sarasota. Membership is by invitation, and invitations go first to returning members. Seats are limited.
Not included: travel, hotel accommodations, and meals outside the scheduled lunches and Board Dinner.
Option I
Received an invitation? Accept it here. Registration runs in tiered pricing, and the earlier you commit, the better the math. Early bird pricing runs through November 30.
Option II
Past or present 1:1 client who hasn't received an invitation? Tell us a little about yourself. Our coaching team reviews every request personally and will be in touch within 3 business days.
Prefer to talk it through first? Schedule a conversation
Tiered pricing: early bird, mid, and final. Investment details are included with your invitation.
No. Peerage is by invitation and seats are capped, so we don’t run a waitlist on a room this small. If you’re a past or present 1:1 client and haven’t been invited, request an invitation and our team will be in touch. If this cohort fills, we’ll add you to the early-notice list for the next one.
