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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. 

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BREAKOUT

Taylor Hodges

CFP-2 , CEPA , CExP

Financial Advisor

Pricing Strategies for Value Acceleration: A Look Into How Advisors Price and Package

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Taylor Hodges founded Southern Capital in 2015 and cultivated his firm’s reputation for providing a personalized and engaging customer service experience. He believes that his company’s success is measured by the quality of the relationships it ...

ABOUT TAYLOR

Taylor Hodges founded Southern Capital in 2015 and cultivated his firm’s reputation for providing a personalized and engaging customer service experience. He believes that his company’s success is measured by the quality of the relationships it maintains. Unique to many modern financial planning organizations, Southern Capital has grown exclusively from referral-based marketing strategies and word-of-mouth brand awareness. Southern Capital serves clients across the United States and following Taylor’s exit planning certification, began specializing in quarterbacking value growth and exit planning solutions for small business owners. Our advisors manage external third-party micro advisors on behalf of our clients ranging from CPAs to real estate agents to attorneys, in order to improve overall business efficiency and create a truly comprehensive financial plan for owners.