Where Independent Minds Stay Meaningfully Connected
Advisors may run independent businesses, but that doesn’t mean they have to operate alone. At Trek, we’ve built a community where advisory business owners can connect, share, and grow alongside others who understand the complexity of the work, and the responsibility that comes with it.
Throughout the year we offer extensive opportunities to engage, whether through peer groups, collaborative workshops, or informal conversations with others who share similar goals and challenges.
For many advisors, this becomes more than a professional group. It becomes a trusted space to think through ideas, find perspective, and stay anchored in a larger vision for their business.
You may run your business independently. But at Trek, you are part of something larger. And you are surrounded by people who want to see your business succeed, because they are on the journey, too.
You may be building your business independently, but here, you’re never building alone.
Our Campfire Gatherings blend strategy, learning, and genuine connection. You’ll hear new ideas, share experiences, and engage with others who understand the complexity of running an advisory business. It’s also a chance to reflect on how far you’ve come, consider what’s next, and draw insight from the collective experience of others walking a similar path.
Access specialized webinars, workshops, open forums, peer coaching, and ongoing discussion platforms throughout the year. Each resource is designed to help you think critically about your business, identify new opportunities, and stay connected to the kind of conversations that move firms forward.
