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This is the Inner Circle. We have been working for 20 years to develop a place where our fiends and colleagues in the  Financial Service Industry can come and join others as a community of advisors and wealth managers to not only become better at your job, but to take your practice into Mastery.


Mastery is where alignment happens for your business, your clients happiness, your own personal satisfaction align to make running a world-class financial practice is no longer just a dream, it's now a reality. 

Look through the different levels of The Inner Circle, and determine where you feel we can provide you the most value to ultimately achieving mastery.


Inner Circle Blue Level

You asked, we delivered. For all of the Advisors who have been requesting the exact steps on how to leverage the Experience Economy, w are proud to finally offer you that training inside our Blue Members Level - The 5 Stages of the Experience Design Training.

Only $47 per month - Get Instant Access 


Inner Circle Green Level

The Green Level Membership is everything you need to get your Practice leveling up. Includes Instant Access to the Blue Level PLUS you are now in the Inner Circle Community. Meet with Dennis and Tom every month along with your fellow member colleagues and professionals to discuss your business, your clients and your life.

Only $197 per month - Get Instant Access and Reserve December's Round Table


Inner Circle Yellow Level

The Yellow Level of membership is designed for the forward-thinking advisor who wants to get down to business and integrate the 5 Stages of Experience Design into their business. The 5 Stages is a powerful framework to differentiate yourself from the competition, forge stronger client bonds and generate more referrals.


Inner Circle Orange Level

Orange membership is a guided, tailored coaching process and by application only. If you are interested in exploring how you can multiply the returns on the investment of your time, energy and money, then contact us. Let’s have a coffee and start a conversation.


Inner Circle Mastermind | Serious Shift Society

Close your eyes and visualize a stay and restful sleep at an iconic Canadian hotel right beside the Parliament building in Canada’s capital Ottawa, Ontario. In the morning you will be picked up and driven into the woods of Quebec north of Ottawa to a fish and game club that dates back to the late 1800s. This is the location of Dennis’ ‘Not So Secret Summer Lair’. You will have your own accommodations from which you will embark on a 2-and-a-half-day business retreat that will leave you relaxed and excited about the year to come. 

Got questions?

We are here
for you.


Serving Canada, USA

and Earth


Mon - Fri: 8am - 5pm

Serious Shift | Inner Circle

by DMW Strategic Consulting