Your Invitation to the Maui Mastermind® Wealth Summit
It’s an event so popular that it’s sold out up to a year in advance.
So exclusive that participants go through two interviews before they even get an invitation.
So powerful that the participants willingly pay the $40,000 ticket price and return…year after year after year.
And each year a select handful of entrepreneurs, investors, and committed wealth builders meet in Hawaii for this transformational five and a half day mastermind experience. Come learn more about this magical experience, and how you might be able to qualify to join us.
This could be the beginning of the next phase in your life!
November 8-13th, 2020
Location | Sheraton Grand at Wild Horse Pass, Phoenix AZ
What’s stopping you from enjoying all the wealth and freedom that you’ve always wanted?
What have been the real roadblocks keeping you from achieving more, enjoying more, sharing more, and creating more?
More wealth… more time… more impact… more freedom…?
Over the past decade, I’ve worked with over 200,000 clients, helping them to grow their companies and create wealth. I’ve worked with some of the country’s wealthiest individuals, and I’ve worked with some of its “down and outers.” Over this extended time, a distinct and surprising pattern has emerged about what it really takes to be wealthy.
“I used to think it was…”
You see, once upon a time, I thought that the amount of wealth you created was determined by your level of education. But it’s not. I could tell you about dozens of Maui Mastermind® clients who barely made it out of high school. Their lack of education didn’t stop them from achieving their financial dreams.
For example, one of my clients who has a net worth over $50 million recently shared with me that he barely graduated with a 1.9 GPA. And yet today, he is in the top 1% of 1% of wealthy individuals in the world with a 7-figure passive, residual income.
Not bad for a guy whose school peers thought he’d never be successful.
I’m not knocking formal education. We’ve had plenty of highly educated participants attend our Wealth Summit. People like Adam, an eye-surgeon with years of formal education and training. Adam is a 4-time Wealth Summit graduate who runs a highly lucrative surgical practice that has multiple profit centers. Plus, he is also a successful real estate investor.
My real point is that formal education is in no way predictive of financial success.
Also, once upon a time, I thought financial success was dependent on picking the right industry or profession to go into. But it’s not. I could tell you about hundreds of clients who made their fortunes in mundane, ordinary, and even “looked down upon” businesses.
For example, I’ve got a Wealth Summit graduate Tom, who’s made a fortune selling scrapped computer parts. Dahlia, another Wealth Summit graduate, has made millions fixing up run down houses with her husband.
You see, none of these things are the real root of why some people are able to create massive wealth and other people work hard all their lives, only to end up financially mediocre.
After analyzing fifteen years’ worth of client results, and testing my findings to verify them, I have found that there are three major obstacles that you must overcome in order to reach your financial goals. If you don’t successfully deal with these three obstacles, you’ll be forever locked into settling. Settling for less than you can earn, settling for less than you deserve, and settling for less than you were meant to have.
In this special report I’m going to boil this pattern down into a simple, concrete format so that you can learn what these three wealth obstacles are. More importantly, you’ll be able to use these insights to create wealth breakthroughs and enjoy lasting financial freedom.
If you take nothing else from this special report, please take this: my wealthiest, happiest clients all found ways to effectively overcome these three wealth obstacles.
Failing to effectively deal with even one of them can relegate you to a life of financial mediocrity and struggle.
But before I lay out all three obstacles, I need to ask you a very important question.
Are You Ready to Be Wealthy?
Are you ready to start enjoying large infusions of cash and the accumulation of a vibrant and expanding balance sheet?
Crazy as it seems, most people I meet aren’t ready to be wealthy.
They make excuses, not money.
They prefer to hide from their problems rather than face those problems head on.
They hold everyone but themselves accountable for their current financial situations.
And because of this, they never build wealth.
They may make a lot of money, but they spend that money on an ever-increasing lifestyle cost, never actually growing their net worth.
Over the last decade, I’ve seen how the Wealth Summit graduates became wealthy by digging deep and taking full ownership of their lives.
I’m going to make the assumption that you are one of these kinds of people—that you take responsibility for your life. You don’t make excuses. You make decisions and get results.
If that’s not you, then please don’t read any further, because you’ll only find this blunt, direct information frustrating. You just wouldn’t be ready to handle it.
If and only if you’re the type of person who is a doer—who looks life squarely in the eye and does whatever it takes within the parameters of your deep values to reach your dreams and achieve your goals—only if you’re this type of person do I recommend you keep reading. For you, this report will confirm what in your heart of hearts you know to be true about building wealth.
You’ll be able to take these three obstacles and use them as stepping stones to reach your financial goals. Because, unless you find a way under, over, or through these three barriers to financial success, you’re doomed to a life of financial struggle.
Think about it for a moment. Most people never reach even halfway to their financial dreams… not even a quarter of the way…They end up settling for so much less than they deserve…
But you’re different, and now is your chance to prove it by how you face…
Listen to What Our Maui Grads are Saying About the Impact of the Wealth Summit Event
Dear Business Owner,
When David asked me to share my experience with Maui Mastermind with you via a personal letter of course I said yes. Maui’s had a significant impact on my business and financial life. I first learned about Maui Mastermind through my brother Klaus, a Wealth Summit grad. At that time back in late 2010 I was a successful, albeit very busy business owner. My software company, FabSuite, was the typical middle stage Level Two business. It worked well, as long as I was there to actively manage it. I had spent thirty years in an industry I loved, and the last ten years building my business for structural steel fabrication. At that time, my “exit strategy”, if you can call it that, was a hazy dream of one day selling the company for enough money to retire. Back then, I didn’t know what selling a company would actually look like, let alone to whom I’d be able to sell it. I started off with Maui Mastermind as a business coaching client, and have remained a coaching client for over nine years now.
The program has been excellent, and has given me the mechanics, accountability, and sounding board to build a better company. When I first made the leap to attend my first Wealth Summit event back in 2015 it was a real leap of faith for me. Even after the positive reviews from my brother Klaus, and even after seeing several of my coaching program peers make real breakthroughs in their companies post Wealth Summit, it was still an intimidating step to take. Looking back from the vantage point of today, I wished I would have gone years earlier. That first year stretched my thinking and exposed me to a much higher level of business and financial thinking. It sparked me to make real breakthroughs in my business. I’ve been to the Wealth Summit four years in a row now, and will be back again for my fifth time again this coming year.
Why? Because the event works. It helped me to triple my business, reduce my working hours in half and upgrade my advisor team. Last year I actually sold my company for many times what I thought I’d ever be able to sell it for, and Maui was a key part of what made that possible. If you’re considering applying to attend, I encourage you to just make the jump like I did. I understand you probably have your doubts like I did years ago, but do it anyway. You’ll find on the other side of your fears so many rich rewards from participating. I look forward to meeting you in Maui.
The results speak for themselves: Last year my business generated 9 times the operating profit than it did since that first Maui I went to 5 years ago, and my net worth has increased tenfold. I have more time off, am more relaxed and a much better quality of life. It’s really hard to beat that return on my investment.
Dear Business Owner,
I’ve been a CPA for over 20 years now. My practice focuses on working with small and mid-cap privately owned companies and the owners of these businesses. I first met David when a mutual client referred him to our tax strategy practice over a decade ago. Over that time through today I’ve had the pleasure to not just work with David, but to be one of the advisor team members for the Wealth Summit event and community. As you can imagine, I’m a numbers guy. I manage my own businesses by the numbers and encourage my clients to do the same. I’ve seen firsthand the powerful impact that the Maui community, and the Wealth Summit in particular, can have for serious business owners. In most cases this impact is easy to quantify. Over the years I’ve had the good fortune to do the tax strategy and financial accounting work for a number of Maui clients and seen the real results they’ve enjoyed. The Wealth Summit event has produced some extraordinary business and financial successes.
In fact, several of my most successful clients are Wealth Summit graduates, most of whom have been to Maui multiple times. The event and community of business owners who participate are extraordinary.
Kevin Bassett, CPA Founding Partner Bassett & Associates, P.A.
My wife Dahlia and I own a very successful investment company in California, and we owe a majority of our success to the techniques that we have learned from David. Over the years we taken many different workshops, the best of which was with David years earlier. Knowing how good the past events where we decided to take the leap to attend our first Wealth Summit last year. It was an incredible experience. Not only did we meet an amazing peer group there, but the ideas I gained from my conversations with the Maui Advisors have already made me over $100,000. Essentially, I paid for my next several years in Maui already! Now that’s what I call ROI. As you can imagine, we’ll be back again this year, and the year after that.
Dear Business Owner,
I attended my first Maui event back in 2007 because my wife made me go. Seriously. At that time, my company was financially successful, producing over $1 million of income for my family, but I was literally working all the time –80 plus hours a week. It was impacting my health, my family, everything. That’s why my wife bought my event ticket, arranged my travel, and told me I was going. I told her I didn’t “have time”, but since she already bought everything, I was too cheap to not go!
That event, and the subsequent ten Wealth Summit events I’ve participated in over the past 11 years have been an extraordinary journey and learning process. Maybe I’m just a slow learner, or easily get bogged down in day-to-day activities, but going back to Maui each year for the Wealth Summit gave me an annual check-up for my business, my financial thinking and planning, and my overall priorities. I was exposed to new ideas and an AMAZING peer group! It raised my internal bar as to what I wanted to accomplish and knew to be possible.
Since that first year’s Wealth Summit event ten years ago, I’ve four-folded my company and stepped completely out of the active management of the business. Today I own it passively. I’ve exponentially grown my net worth, I work much less, I’m much less stressed, and most importantly, I’ve grown my personal freedom. If you’re even thinking about participating in the Wealth Summit, my advice to you is to stop overthinking, stop procrastinating, stop thinking you don’t have time, and just do it! It’s made a huge difference in my business, financial and personal life, and I know it will for you too.
Dear Business Owner,
It’s been six years since my husband Tom, a bariatric surgeon, and I began working with Maui Mastermind. Over that time, we’ve both been part of the business coaching program and also been to multiple Wealth Summit events. The expertise and insights we’ve gained have helped more than double Tom’s surgical practice, and at the same time, made it easier for him to run. He works less and earns a good deal more. This has proven to be a real blessing, especially when I had a major health challenge and Tom needed to step away from his practice so that he could support me through my rounds of surgery, chemo, and radiation. But more than that, the Wealth Summit has helped Tom and I get on the same page financially and with the business. Before my first Wealth Summit event (we’ve attended three and are coming back for our fourth year this winter) money, taxes, investments, and wealth were intimidating for me. The Wealth Summit has really empowered me to better understand and have a real voice in how we manage our financial life. I’d strongly encourage you to consider attending. It’s made a real impact on our lives and I know it can do the same for yours.
Dear Business Owner,
I attended my first Wealth Summit all the way back in 2005. At the time, my wife and I owned and operated five gas stations and convenience stores on the west coast. We were successful, earning six figures from the business, but we were working long hours managing staff and the operations of our business. That first year’s Wealth Summit was a fire hose of information and ideas, but by my second Wealth Summit event a year later I felt much more fluent in the ideas and stretched in my thinking, especially about bankers and financing, which in my world was incredibly important. It was there at the second Wealth Summit that I set what at the time was an audacious goal, “50 by 50”. I set the goal of building a $50 million net worth by age fifty. I was 46 at the time. Over the years I’ve been an attendee at six Wealth Summits, and now participate as one of the advisor team. I missed my 50 by 50 goal by seven years, but you won’t hear me complain. Today our sites generate a seven-figure passive residual return for my wife and I, and we only work a few hours a week. It has allowed me time for travel, family, and pursuit of other passions. If you’re considering coming to the Wealth Summit my best advice to you is to go. You’ll be introduced to a level of thinking that will stretch you to new levels of success. It worked for me.
What If You Are One Mastermind Group Away From Everything You’ve Ever Wanted in Life?
I was sitting down at a private mastermind session with six business owners. We were three blocks away from one of the prettiest beaches in the United States, sharing the intimate details of our companies, our investments, and our personal lives. And the feedback we gave each other was priceless.
This is why over twenty years now, I’ve regularly taken time away from my family and business to get on a plane and meet up with my mastermind group partners. They are an extraordinary group of individuals.
Collectively, they’ve built hundreds of millions of dollars of businesses in very different industries, raised households of children, and known the joys and struggles of keeping a marriage vibrant and alive over a lifetime.
As we were sitting there, one of them said to the group, “I think the biggest thing for me in terms of financial and business success has been to see how much of the game of money happens in the head of the entrepreneur.”
That sparked forty-five minutes of discussion, with each of us sharing our experiences about precisely how we saw this simple truth play out in our own lives and the lives of the people we knew.
For example, one mastermind partner shared that most people in his profession can’t see the economic value in their own businesses beyond the large salaries and active incomes that those businesses provide. He just shook his head in bewilderment because he’d personally increased his net worth by millions as he grew and matured his company in excess of the very healthy active income it generated each year.
He said, “It’s almost like they took a course in their professional training that said the business had no value other than the income it generated.”
This hit home for me because of what I watched my dad go through when he retired from medicine five years ago.
He literally walked away from his 7-figure practice without collecting on all the final receivables he was owed. He just turned over his practice to his three former partners without compensation. Crazy!
Now, my dad is an honorable, intelligent man who was a very gifted physician—the kind of doctor we all want when we’re dealing with a health challenge and feeling scared and vulnerable. He just never understood the concept of his practice having a business value, and he was uncomfortable discussing money and financial matters with his partners. So instead of negotiating a buy out for the practice value, he just walked away.
From the perspective of life satisfaction, you could say how wonderful for him he could just exit the business and move on to the next stage of his life. And that’s certainly true. But from a financial perspective, the way he left his practice was an expensive mistake, and he left quite a bit of money on the table—money that he had done thirty-four years of hard work to earn.
But he just couldn’t see the possibilities. And his own mental limitations literally cost him millions of dollars.
“How Can I Be a Part of the Maui Mastermind Wealth Summit?”
If my intuition is accurate and you’re still reading this, you might just be the kind of person we want to invite to join us for this exclusive week-long mastermind event.
If you are in fact the kind of committed, caring, success oriented, generous doer we are looking for then this will be your chance to meet and build deep relationships with some of the most amazing people on the planet.
Actual teaching time aside, can you imagine what you could learn hanging out for the afternoon with the other participants and advisors, and getting their one-to-one input on scaling your company and building your wealth?
We’ve already had the lion’s share of the limited spaces taken up by the 82 percent of graduates who signed up and paid to come back again this year.
We have a few remaining spaces for this soon-to-be sold-out event. (Each space includes you and your guest/partner.)
Here are the three bottom line facts about the Wealth Summit:
- First, the Wealth Summit is an exclusive week-long event that is only available to a select handful of our best clients and their partners. That’s it. And once these few remaining spaces are gone—and that will be very soon—then your window of opportunity will be gone.
- Second, the week isn’t cheap. At $40,000 per couple, it’s the most expensive, five-star event that we do, and we want it to stay that way. It’s the single best way we know that ALL of the people at the event are 100% committed to playing at the highest levels.
- Third, it’s only for the real doers out there who are committed to building something special out of their wealth building. This isn’t going to be a “seminar.” It will be an intensive networking and masterminding event during which we will actually be focusing on large breakthroughs.
You might ask why we’re limiting it to so few people, especially considering the fact that over 80 percent of last year’s Wealth Summit participants paid to come back again?
We’re being so careful to keep the event small because we understand, just like you do, that an event like this will be a huge success and produce incredible results ONLY as long as we restrict attendance to a small and carefully-selected group of high achievers.
In fact, while there will be advanced workshop sessions each day, I personally think the biggest benefit that you’ll get will come from the mastermind sessions with the other participants. That’s what the past Wealth Summit participants have told me again and again.
Remember, this event isn’t just about learning more “how to” techniques for build businesses and investing. Instead its about bringing just the right mix of people together, in a rich environment, to actively focus on building the relationships and game plan to build, enjoy, and share great wealth.
Ultimately, this is why we will only be inviting a few more people. We are only able to spend this time with the best of the best.
It’s not going to be cheap, but you wouldn’t want to be around people who couldn’t afford the $40,000 investment. That price tag ensures that every single person in the room will be serious about creating lasting wealth. This way you’ll only be with the real “doers” who make things happen.
In the words of one three-time Maui Wealth Summit grad, “The money was a big hurdle to get over initially, but the whole point of Maui is to really stretch yourself and get outside of your normal boundaries so that you can get to the next level. That [$40,000] is just one of the first stretches. The bottom line is that we met 80 people in Maui who were instant peers who had achieved a certain level of success. It was such an amazing experience that we signed up for the next year and will be back again this year too.”
When I asked Wendy, a former architect turned entrepreneur who’s been to Maui’s Wealth Summit four times now why she keeps coming back year after year she said, “Where else on earth can you hang out with such amazing people with such huge hearts wanting to make an incredible difference in the world?”
Christy, a four-time Wealth Summit grad from the South said, “It was worth every penny, and we have gained and given in many ways we never imagined.”
Or listen to another Maui Wealth Summit grad, Andy, when he shared his reaction to first hearing about Maui: “I hesitated when I first read about the event. I thought the price was extortionist. But after being there and experiencing it I now know its dirt cheap. The rewards are exponential. You just have to take the jump.
Apply to Join Us in Hawaii!
Meet the Wealth Summit Advisors
The Wealth Summit is your chance to learn from some of the most successful entrepreneurs, business, and financial experts in the world. All totaled, the Maui Advisors past and present have collectively scaled and sold over $5 billion of businesses.
Here are just some of the amazing Maui Advisors who have generously participated in past Wealth Summit events to share their business and financial wisdom and insights.
Stephanie Harkness, former Chairman of the National Association of Manufacturers, and serial entrepreneur who took a small, struggling manufacturing company and grew it into one of the most successful high tech medical device companies in the world.
Alan S. Gassman, JD, LL.M., Wealth Protection/Taxation. Alan practices law in Clearwater, Florida, is listed in Best Lawyers of America, and rated AV by Martindale-Hubbell. He has served on the Board of Advisors for the Journal of Asset Protection, and has published several books and over 150 peer-reviewed articles. Alan is board certified in Wills, Trusts, and Estates.”
Patrice and Rob Mabary, Co-Founders of Consensus Medical Communications. Patrice and Rob have built and still own seven Level Three businesses with sales in the tens of millions.
Patty DeDominic, former President of the National Association of Women Business Owners and Founder of PDQ Careers, an HR consulting company which she grew to over 600 staff in 30 states before she sold it.
Kevin Bassett, the founder and CEO of Bassett and Byers, PLC, a mid-sized CPA firm that specializes in working with high net worth entrepreneurs. Over the years Kevin has worked with billionaire clients to corporate clients, helping them with Preemptive Tax Strategy™ and outside financial planning for businesses and business owners. He’s been a featured speaker at business and investment groups and conferences across the United States.
David Finkel, founder and CEO of Maui Mastermind. David is the Wall Street Journal and Business Week bestselling author of 10 business and financial books. He’s built, sold, and still owns numerous companies. Over the past 15 years his 100,000+ clients and Maui community members have gone on to buy, build, and sell billions of dollars of business assets.