Thanks for being a part of GrowthCon 2019!

We're known for our events, and that's why it was a pleasure to host GrowthCon: one day, completely focused on Financial Advisor Growth.

Here's a copy of the slides and handouts...

Here was the agenda...

7:30-8:00a Registration & Continental Breakfast

8:00-8:30a More Than The Numbers

Growth isn’t just about driving numbers. The numbers increase because of the growth – in you, your team and your clients. Until you handle Differentiation, Capacity and Systems once-and-for-all, real growth will linger at a distance.

8:30-9:30a Industry Insight

This panel discussion of industry leaders will dig into what exactly they are seeing that drives real growth, sustainably. Hear their perspectives, stories and forecasts for the imminent future to prepare yourself, your business and your clients.

9:30-9:45a Break

9:45-10:45a The Difference You Create

Differentiation comes in three forms and this working session will put you hands-on with the Advisor Growth Blueprint™. You’ll design the difference your business will create and how exactly that will be experienced by you, your team, and your clients.

10:45-11:45a Observations from 20 years advising Legacy Families

Many wealth creators and business owners embrace the dream of maintaining harmonious family relationships and preserving family wealth for generations. But that’s no easy task: Despite well thought out estate plans, multi-faceted investment strategies and detailed plans for business succession, many families fail to achieve their desired outcomes. Having transitioned from his role as a clinical psychologist and family therapist to advising some of the most successful families in the world over the past 20 years, David Lansky will share observations as to how advisors may grow their advisory skills and achieve client loyalty across generations, while assisting client families to achieve their goals of generational wealth continuity.  

11:45-12:45p Lunch

12:45-2:00p Greater Than

You will not grow by default, you’ll get smaller. So what are the factors that will increase your capacity? How do you work them? How do you increase your capacity, the capacity of your team and the capacity of your clients? This working session will bring you to actionable steps you can take to be greater than you were before you got here.

2:00-2:45p Plans, Plus: How technology weaves into the longevity of relationship

While technology is often designed to streamline your business, there are often leverageable aspects that are overlooked that are designed to enhance the longevity of your key client relationships, and amplify your impact. Come learn about some exciting trends and new applications.

2:45-3:45p “Again”: The shortcut to excellence

Have you ever been accused of stopping something that worked? Are you guilty of saying, “this client is different, an exception”? Repeatability is key to growth and creates operational efficiencies for your business. When you and your team have designed exactly what you do and how you do it every time, you grow.

3:45-4:00p Closing