Finance Partner Council

About the Council

The C-SUITE NETWORK™ Finance Council is built on the principles of Napoleon Hill’s Mastermind, enabling:

• Shared Knowledge: A space to exchange insights, strategies, and best practices that drive growth.
• Focused Collaboration: Strategic partnerships that create innovative solutions and open new markets.
• Mutual Advancement: A community that supports members in achieving individual and collective goals.

Benefits

Joining the C-SUITE NETWORK™ Finance Council offers members unparalleled opportunities for growth, segmented into three core benefit areas:

Networking & Referrals

• Exclusive Connections: Gain access to an elite community of professionals across industries, including finance, consulting, valuations, estate planning, banking, real estate, and beyond.
• Personal Introductions: Leverage C-SUITE NETWORK™'s extensive ecosystem for personalized introductions to high-value contacts.
• Referral Opportunities: Build partnerships and generate new revenue streams through structured referral networks and collaborative events like mixers and mastermind meetings.

Syndicated SEO and Digital Marketing

• Maximized Marketing Impact: Members pool resources to achieve enhanced visibility through syndicated SEO and paid digital advertising campaigns.
• Leveraged Campaigns: Benefit from C-SUITE NETWORK™'s extensive digital distribution channels, including newsletters, bespoke introductions, social media, and high-traffic online platforms.
• Global Reach: Tap into the C-SUITE NETWORK™ domain authority and audience base, amplifying the impact of individual and collective marketing efforts.

Enhanced Personal and Business Brand

• Boosted Authority: Strengthen your professional reputation through association with the globally recognized C-SUITE NETWORK™ brand.
• Domain Authority: Position your business at the forefront of your industry by aligning with a trusted and respected network.
• Celebrity and Thought Leadership: Access tools like “Brand of You” to elevate your visibility through media appearances, podcast interviews, and strategic publishing opportunities.

New Opportunities

The C-SUITE NETWORK™ Finance Council provides an inside track to contracts and growth opportunities in an increasingly digital world. Learn to navigate, seize new opportunities, and protect existing assets—for both you and your clients—as funding reallocations, compliance updates, and emerging financial trends impact all businesses.

Syndicated Marketing

• 10X Your Marketing Investment: Pool budgets with other members for greater reach, better ROI, and more qualified leads.
• More Leads, Less Cost: Achieve premium exposure without breaking the bank through AI-powered ad syndication and high-authority digital platforms.
• AI-Driven Targeting: Reach the right financial decision-makers effortlessly.
• Leverage C-Suite Authority: Gain credibility and visibility on trusted platforms.
• Always-On Growth: Automated campaigns that scale as you do.

What You Gain

• Unmatched Networking: Access to a trusted ecosystem of top-tier professionals and thought leaders.
• Actionable Insights: Cutting-edge strategies and solutions tailored to today’s challenges.
• Strategic Opportunities: Connections and collaborations that enhance business outcomes and personal growth.

Schedule

The C-SUITE NETWORK™ Finance Council meets twice monthly to exchange qualified leads with peers servicing the same targets.

Membership Pricing

• Charter Partner: $3,500
• Hero Club or Thought Council Members: $2,500

Take advantage of charter member pricing. Future memberships will be double or triple the current rates.

Council Leadership

Council Co-Chairs

• CJ Davidson – CEO/Founder, Proxy Financial, Council Co-Chair
• Tricia Benn – CEO, C-SUITE NETWORK™, Council Co-Chair

Featured Founding Partner

CJ Davidson

As the founder and CEO of Proxy Financial, CJ Davidson is on a mission to revolutionize the financial services industry by improving the client experience and creating a professional culture that values and respects ethical financial advisors. One of the core principles driving CJ’s mission is his dedication to teaching financial professionals how to create the best possible environment for their businesses and clients alike. CJ’s focus on wealth protection extends beyond individual clients to financial advisors and small business owners, equipping them with the expertise and tools needed to guide their clients in securing and growing their wealth. Through collaboration and strategic partnerships, Proxy Financial supports financial advisors and small business owners by providing innovative solutions and resources. CJ also collaborates with media professionals and content creators to foster accurate and reliable financial information dissemination, promoting financial literacy and responsible practices through various media channels.

Founding Partners

• David Girault – Principal/Co-Founder, Buy and Build Advisors
• Nelson Griswold – Founder/Chairman, NextGen Benefits Network
• Randy Tate – CEO & Co-Founder, iFlip
• Stephen Hall – CEO, Oaktree Summit
• Bruce Tuomala – Principal, Sisu Group
• Scott Arden – CEO, Controllers, Ltd.
• Sarah Young – CEO/Co-Founder, Premier Business Services
• Dennis Blitz – President, IRA Club
• Ramez Fakhoury – Vice President, IRA Club
• Bruce Kennedy – Founder & CEO, Weightless Financial
• Lauren Cohen – Founder, Investing Across Borders

Core Values

• Innovation: Fresh, creative solutions.
• Integrity: Honesty and transparency.
• Excellence: Top-notch services.