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A close-up on the hands of financial professionals working together at a table.

The Modern Financial Professional

As a group, we pride ourselves on breaking through barriers to support one another, learn from each other, and innovate. As a result, we’ve been able to cut new paths in our industries and enhance our output to clients.

Grant Cook

Director, Financial Design Labs

The competitive nature of the financial industries has siloed industry from industry, practitioner from practitioner. These walls amplify our challenges as we fend for ourselves in an ever-changing landscape. Isolation is not viable.

Greg Skidmore

CEO, Belpointe

Collaborating with like-minded tax professionals, attorneys, insurance professionals, and bankers has allowed me to care for all aspects of my clients’ financial lives, resulting in significant growth within my practice as well as theirs.

Bill McCormick

Chatham Street Advisors

Breaking silos and building practices that thrive

Together, we cut new paths in our industries, grow our practices, and enhance our output to clients, all while enjoying our work more than ever. Financial Design Labs provides a space where members actively share their insights and expertise, which, in turn, creates new opportunities for innovation and collaboration.

Peer Exchange

We come together to share, create, and develop best practices in order to constantly grow our collaborative intelligence.

Design Labs

By embracing complexity and approaching challenges and opportunities from multiple perspectives, we’ve brought new products and services to market.

Support System

We’ve carved out a place where we can get together in a relaxed, informal atmosphere. We protect one another while benefiting from available operational support systems that enhances our collaborative efforts.