Mainstage Presenations to Entertain + Inspire Your Audience

GROWTH redefined.  

The path to becoming a more successful advisor begins with your definition of “growth.” Portfolio growth alone no longer drives business success, the market demands a more holistic definition of this dynamic, but overused industry term. Learn how to unlock the tools to become a better advisor, a better team leader, and maybe even a better version of your current self.  Take the first step toward redefining growth!     


Creativity, Differentiation, and The Future of Advice

As the wealth management industry grows increasingly more competitive, how do you differentiate your business? Creative confidence unlocks the insights, processes, and experiences to take your business to the next level. Academic research and insightful case studies reveal strategic methods to deploy creativity as a catalyst for competitive differentiation and growth. 

SEA the Future of Wealth Management

Seattle is home to some of the world’s most innovative organizations.   A playbook for wealth management success exists through the lens of the Emerald City case study. Turn “Seattle” into a verb and learn how to survive and thrive amidst the changing landscape of financial services. 

The Four Most Important Decisions in Your Wealth Management Business

Financial advisors face a growing number of decisions as the industry evolves.  How do you identify the decisions that yield the greatest impact?   Learn from Sam’s insight into coaching thousands of advisors on the “how” and “when” to make critical decisions that drive growth in your advisory business.


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