GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
BREAKOUT
Michael Brady
Director
Enroll Your Clients in Exit Planning: Use Maus to Build Your Pipeline
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Michael Brady, CEPA supports advisors at Vanilla, helping them simplify estate planning conversations through education and scenario modeling tools. He is also a financial advisor and Certified Exit Planning Advisor, bringing real-world perspective...
ABOUT MICHAEL
Michael Brady, CEPA supports advisors at Vanilla, helping them simplify estate planning conversations through education and scenario modeling tools. He is also a financial advisor and Certified Exit Planning Advisor, bringing real-world perspective to the challenges advisors face as valuation work shifts into gifting, succession, and legacy planning.
