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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. 

 

Al Lorenzi

Meet Al Lorenzi, CEPA:

As Principal and Co-Founder of The LRM Group, Al Lorenzi focuses exclusively on providing objective insurance consulting support to fee-based and fee-only advisors and advisory firms. As an independent insurance advisor and...

ABOUT AL

Meet Al Lorenzi, CEPA:

As Principal and Co-Founder of The LRM Group, Al Lorenzi focuses exclusively on providing objective insurance consulting support to fee-based and fee-only advisors and advisory firms. As an independent insurance advisor and advanced insurance planning consultant, Al’s emphasis is rooted in insurance plan design and consultation for a broad range of financial professionals, trust companies, tax and legal counsel.
 
Al specializes in partnering with advisors in a consultative process to assist in the areas of personal, estate, business and charitable planning. He also brings additional expertise to assist with the review and analysis of existing insurance policies.
 
Al began his career with North-western Mutual in 2001, received his Bachelor’s degree from Robert Morris University and is a Certified Exit Planning Advisor (CEPA). Al and his wife Colleen and their two sons are residents of Jefferson Hills, PA.