COORDINATING EXPERT ADVICE

The Newport Mastermind Collective

A curated alliance of Newport Beach’s most accomplished Centers of Influence — collaborating to elevate practices, unlock opportunities, and build lasting professional legacies.

 

Membership by Invitation

Maximum 12 active members per group. Non-competing professionals in complementary fields.

Why Masterminds are Important
15–30%
of total revenue generated
from referral programs at
top-performing companies
~80%
of businesses are leaving growth
on the table — those who break
silos unlock referral networks
that drive real revenue
2–3%
improvement in returns with
coordinated advice
Vanguard Advisor's Alpha Study
Our Foundation
Mission & Purpose

Purpose

To foster a collaborative environment of peer mentorship, serving as a dynamic focus group and strategic business-development team. By leveraging collective expertise and innovative thinking, the NMC empowers its members to achieve greater efficiency, unlock new opportunities, and work smarter — not harder — toward their shared and individual goals.

Mission

To empower members to elevate their practices by mastering the role of CEO, fostering leadership excellence, and driving sustainable growth. Through a collaborative and innovative approach to business development, we aim to create a dynamic community where shared insights and collective expertise lead to transformative success.

Richard-Riva

"Our Mastermind Groups are impactful because they are a collaborative effort amongst like-minded business leaders."​

Richard Riva, Founder

Membership Advantages
What You Gain as a Center of Influence

Strategic Referrals

Receive qualified introductions from trusted fellow members in complementary fields.

Practice Growth

Grow your client base through collaborative business development and shared opportunities.

Peer Mentorship

Gain insights from accomplished professionals who challenge and inspire you.

Accountability

Stay on track with personal and professional goals through regular partner check-ins.

Work-Life Balance

Personal goal setting helps members add balance, working smarter not harder.

Elevated Status

Position yourself as part of a premier advisory board, enhancing your professional reputation.

The Framework
How It Works
A structured path to collaborative success.
01

Join & Commit

Sign the operating agreement and NDA. Commit to monthly meetings and full participation.

02

Set Goals

Define personal and professional goals. Get paired with an accountability partner.

03

Collaborate

Present client case studies, share expertise, and develop joint solutions as a board of advisors.

04

Grow Together

Generate reciprocal referrals, expand your network, and elevate your practice.

Progressive Framework
Growth Levels
A progressive framework for mastermind maturity.
I

Collaborate

Like-minded professionals collaborating informally

II

Formalize

Written mission, vision, values & operating agreement

III

Develop

Process-based business development with effective tracking

IV

Brand & Scale

Formal monetized marketing campaigns with a recognized brand

Ideal Members
Who Should Join?
Established professionals committed to reciprocal value creation. Non-competing within the group.
Financial Advisors
Estate Attorneys
CPAs & Tax Strategists
Real Estate Professionals
Business Consultants
Commercial Bankers
Insurance Specialists
M&A Advisors
Membership by Invitation
New Member Nomination Process
Maximum 12 active members. Core values: Vision, Integrity, Trust, and Reciprocity.
I

Prospective Candidate Consideration

The nominating active member assesses fit against core values, proximity, capacity, and commitment requirements — without informing the prospective candidate.

II

Candidate Nomination Presentation

The nominating member secures 20 minutes in the next meeting's agenda to present the candidate's professional background, personal background, and rationale for fit.

III

Candidate Vetting Process

All active members have 30 days or until the next meeting to informally meet with the candidate and assess their vote as "in favor of" or "in opposition to."

IV

Unanimous Vote

All active members vote verbally. 100% unanimity is required for approval, after which the candidate receives a formal invitation from Founder Richard Riva within 5 business days.

V

New Member Onboarding

Following acceptance, the newly appointed member receives a 60-minute one-on-one onboarding meeting to review history and prior activities within 30 days of joining.

Ready to Elevate Your Practice?

Schedule a conversation to explore membership

Request an Introduction
Richard Riva  |  (949) 475-9700  |  Richard@wms-llc.com  |  wms-llc.com
1400 Newport Center Drive, Suite 290  |  Newport Beach, CA 92660
Scroll to Top