How to Scale, Lead &
August 25, 2021 9 AM PT - 2 PM PT
Today's growth leaders talk about the breakdowns firms are experiencing as they grow and the breakthroughs that lead to hockey-stick style growth.
August 25, 2021 10 a.m. PT.
How to Scale, Lead, and
Today's growth leaders talk about the breakdowns firms are experiencing as they grow and the breakthroughs that lead to hockey stick growth.
Sit down with the profession’s proven growth leaders as they share how they drive, scale and lead hockey-stick style growth in firms just like yours.
Michael Kitces DRIVING GROWTH:
A CASE STUDY IN BREAKDOWNS AND BREAKTHROUGHS
Michael shares his 3-year ‘hockey stick style growth” chart and the breakdowns and
breakthroughs he’s learned about what it takes to drive and lead rapid growth.
Then, Stephanie and Michael will help you identify your next growth hurdle.
Robert SofiaGEARING YOUR MARKETING
FOR RAPID GROWTH
Robert shares how to differentiate your brand in the new 'attention economy' and create irresistible offers to drive faster, more profitable growth.
Gavin SpitznerTHE MODERN FA:
BUILD A BIONIC BUSINESS
Gavin breaks down the barriers stalling growth and shares how to build a ‘bionic business’ to deliver a hyper-specialized, hyper-efficient client experience that drives growth, value and profits.
Stephanie BoganTHE MINDSET AND METHODS THAT DRIVE HOCKEY-STICK GROWTH
Bring it all together in ways you can put to work, Stephanie talks through each
sessions’ learning and shares practical tactics and take-aways you can use to
build a high-growth, high happiness practice of your own.
With over 1,000 advisers registered for last year's inaugural Summit, this year's Success Summit is back by popular demand - and definitely won't disappoint.
Get your front-row seat as the profession's most successful growth leaders have frank conversations about what it really takes for firms of all sizes to drive, scale and lead hockey stick style growth!
We’ve gathered proven growth leaders to have a good-old fashioned jam session about how to drive, scale and lead growth in the dawning digital age.
No Theory. Just straight talk about the tactics that actually work.
No Theory. Just straight talk about the tactics that actually work.
Sit down with the profession’s proven growth leaders as they share the hacks they use to drive, scale and lead hockey stick style growth in firms just like yours.
Michael Kitces
Michael Kitces’ reveals the personal side of his 3-year ‘hockey stick growth chart’ and shares the growing pains and lessons he’s learned about what it takes to drive, manage and lead through rapid growth.
Robert Sofia
Marketing master Robert Sofia shares tactics you can use to digitally differentiate your brand and market in an ‘attention economy’ to drive faster, more profitable growth.
Gavin Spitzner
Wealth Tech guru Gavin Spitzner breaks down how you can build a ‘bionic business’ to deliver a hyper-specialized, hyper-efficient experience that drives growth, delivers massive value to clients and delivers deeper profits in less time.
Stephanie Bogan
Stephanie brings it all together, breaking down how to use these the trends, tactics and tools to accelerate your growth, deliver deeper value to clients and build a high-profit, high-happiness practice.
With over 1,000 advisers registered for last year's inaugural Summit, this year's Success Summit is back by popular demand - and definitely won't disappoint.
Get your front-row seat as the profession's most successful growth leaders have frank conversations about what it really takes for firms of all sizes to drive, scale and lead hockey stick style growth!
FREE for advisory firms small and large interested in driving higher levels of growth.
FREE for advisory firms small and large interested in driving higher levels of growth.
THE GROWTH AGENDA:
THE GROWTH AGENDA:
-
9:00 PT
Welcome: How to Walk Away with
Actionable Insights
STEPHANIE BOGAN -
9:10 - 9:50
Driving Growth:
A Case Study in Breakdowns & Breakthroughs
MICHAEL KITCES | STEPHANIE BOGAN
-
9:50 - 10:10
Q&A WITH MICHAEL & STEPHANIE
-
10:15 - 10:55
Future of FA:
Building a Bionic Business
GAVIN SPITZNER | STEPHANIE BOGAN
-
10:55 - 11:15
Q&A WITH GAVIN & STEPHANIE
-
11:45 - 12:25
Gearing your Marketing for Rapid Growth
ROBERT SOFIA | STEPHANIE BOGAN
-
12:25 - 12:45
Q&A WITH ROBERT & STEPHANIE -
12:50 - 1:30
The Mindset & Methods that Drive
Hockey Stick Growth
STEPHANIE BOGAN
-
1:30 - 2:00
Q&A & Closing
We’ve gathered proven growth leaders to have a good-old fashioned jam session about how to drive, scale and lead growth in the dawning digital age.
Free for advisory firms small and large interested in driving higher levels of growth.
Free for advisory firms small and large interested in driving higher levels of growth.
LIMITLESS ADVISER COACHING.
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