TPR Mastermind in Honolulu

January 13-15, 2027 | honolulu, hi

Build The Firm You've Always Wanted:

A Once-in-a-Lifetime Experience in The Hawaiian Islands

For three unforgettable days, just 30 growth-minded RIA owners will leave behind overflowing inboxes, endless meetings, and daily distractions to focus on the one thing that matters most: building a more valuable business.

The Perfect RIA Business Mastermind isn't another conference filled with keynote speeches and vendor pitches. It's an immersive working session where accomplished advisory firm owners collaborate, challenge each other, and develop strategies that create measurable enterprise value.

You'll work alongside some of the industry's most successful RIAs, experienced consultants, and business leaders to solve your biggest challenges—from scaling operations and attracting ideal clients to building leadership teams, increasing profitability, and preparing your firm for the future.

The agenda is intentionally designed to balance focused business sessions with opportunities to experience the beauty and culture of Hawaii. Between collaborative workshops and mastermind discussions, you'll have time to explore Honolulu, enjoy world-class dining, take in breathtaking ocean views, and build lasting relationships with fellow RIA leaders in an unforgettable setting.

Here’s What You’ll Experience IN honolulu

an intensive course in building elite-level practices

You will learn how to build a practice that delivers value in real life, not just in theory. That means digging into proven processes to:

- Drastically improve your time management

- Scale systems that serve both your team and your clients

- Implement tax planning strategies that position you as the expert

- Increase profitability without sacrificing client experience

You will also learn what not to do by hearing directly from advisors who have failed, adjusted, and grown.

relaxing & scenic activities

It can't be all work and no play. Hawaii is home to some of the world's most spectacular beaches, lush tropical landscapes, and unforgettable ocean adventures. During your stay, you'll have opportunities to snorkel vibrant reefs, hike volcanic landscapes, experience authentic Hawaiian culture, enjoy world-class dining, or simply relax beside the Pacific with fellow RIA leaders. The conversations that begin in the mastermind often continue long after the sessions end—in one of the most beautiful destinations on earth.

THE MOST BREATHTAKING SETTINGs FOR NETWORKING

This is not a conference. It is a room full of implementers, and you have an opportunity to network with them in one of the most beautiful locales in the world. Walk away with clarity, action steps, and a network of advisors who are doing the work. No fluff. Just results.

Event agenda

Schedule

Wednesday, January 13

12:00PM - 4:00PM Arrivals & Registration

4:00PM - 5:30PM Meet & Greet

Dinner on Own

Thursday, January 14

7:00AM - 8:00AM Breakfast

8:00 AM - 11:30 AM Mastermind Sessions

11:30AM - 12:30PM Lunch

12:30PM - 4:00PM Mastermind Sessions

5:00PM - 7:00PM Activity & Reception

Friday, January 15

7:00AM - 8:00AM Breakfast

8:00AM - 11:30AM Mastermind Sessions

11:30AM - 12:30PM Lunch

12:30PM - 2:30PM Mastermind Sessions

2:30PM Departures

Location

Moana Surfrider, A Westin Resort & Spa, Waikiki Beach

2365 Kalākaua Ave

Honolulu, HI 96815

Book Your Stay

When you are selecting a room, you will see a higher “Average Nightly Rate”. You may also notice that there is a notification under the rate that says, “Includes 54USD Resort Fee” Please rest assured that the discounted resort charge of $42.00 will be applied at the hotel.

When booking via ResLink, please keep in mind that any pre/post extensions and upgraded rooms may not always be available to book online. Extensions and upgrades are manually adjusted in our system. If you're having trouble using the online ResLink, please contact the Group Reservations team at 1-808-921-4641 or email [email protected].

Additional Details:

  • Dress Code: Our events are designed as professional learning and networking environments. We ask all attendees to dress in a manner that reflects this setting.

    • During sessions - Attire should be business-appropriate and not overly revealing. This includes avoiding low-cut tops, short skirts or shorts, and sheer clothing.

    • Evenings, Excursions and Free Time - Resort Casual

  • Disclaimer: No phone or laptop use allowed during sessions to ensure full engagement.

REGISTER NOW

*To receive texts from The Perfect RIA regarding this event. You can OPT OUT at any time.
Bringing your spouse will include an additional fee to cover the cost of meals and activities. You will receive an email regarding payment details and instructions.
Bringing a partner will include an additional fee to cover the cost of meals and activities. You will receive an email regarding payment details and instructions.
*Must be a Certified Open Water Diver

FREQUENTLY ASKED QUESTIONS

  • What is the cost to be part of a Mastermind?

The cost of this Mastermind is covered by your Freedom Membership. If you're bringing your spouse, there is an additional fee to cover the cost of meals and activities.

The estimated out-of-pocket cost for this Perfect RIA Mastermind is $3,750, or $4,500 if you're bringing your spouse.

  • Are accommodations included?

Getting to Honolulu and your hotel are basically the only things not included. Meals, drinks, adventures, and of course, Extreme Accountability ARE all included.

Hotel Booking Link Coming Soon

  • When should I arrive?

Please plan to arrive no later than the evening of Tuesday, January 12. Travel days can be up to ~15 hours depending on where you are traveling from.

  • When should I plan to leave?

In order to make sure you take full advantage of the session, make sure you plan to leave no earlier than the afternoon on Friday, January 15.

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