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.
Akash Garg
According to the 2021 U.S. Bureau of Labor Statistics data, there are more than 330,300 financial advisors employed in the United States so that begs the question... Why the Shiely Group? Simple, we focus on the controllables. We accept that we have...
ABOUT AKASH
According to the 2021 U.S. Bureau of Labor Statistics data, there are more than 330,300 financial advisors employed in the United States so that begs the question... Why the Shiely Group? Simple, we focus on the controllables. We accept that we have no control over the market, the economy, or life and death. However, we can control your asset allocation, how accounts are structured to help your legacy, and work with your CPA to help mitigate taxes. That's holistic planning and that's what we excel at.
Why become a CEPA? I felt both our team and EPI shared a mutual interest in holistic planning. In addition I wanted to better assist business owners in managing their "baby" and address any concerns that can help them grow their wealth and plan towards the future.
If you have read this far down I thank you for reading my Jerry Maguire-esque statement. All kidding aside, If you are interested in learning about each of us individually, we have updated biographies on our team site and are happy to at the least give you a bit of direction through our conversations!
Outside of work you can find me playing volleyball across the northeast with my friends, experimenting in the kitchen, or working in my community to help other entrepreneurs grow through my network and experience. If you have any questions or wanna join in one of our volleyball games... drop a message and I'm happy to connect.