Tess Downing, MBA, CFP® is the founder and lead financial advisor of Complete View Financial LLC in San Antonio, TX.
Tess earned her Master of Business Administration degree from Texas Tech University. She also graduated magna cum laude with her Bachelor of Science in Personal Financial Planning from TTU. Before founding Complete View Financial, she worked in the fee-only financial planning and investment management industry with highly reputable firms on the East Coast.
Tess was named to the Investment News list of “40 Under 40” and has been repeatedly recognized in Northern Virginia Magazine’s list of Top Financial Advisors.
Session Information
Maximize Your Mastermind
They say two heads are better than one, but what about five or more? As a new planner, building your network is just as important as honing your technical skills. Many planners accomplish this by creating/joining a mastermind group. Whether you are thinking of joining one or already a member, how do you maximize the value of it in your professional development? No one needs just another 'meeting' on their calendar, but if well-structured, your mastermind meeting can be the most important one in your schedule. Join this session for essential rules and best practices to get results from your mastermind. We'll talk about how to chose your members, why it's important to have ground rules, how to structure each meeting and more!