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.
Shawn Gardner
One of the most important things between a financial advisor and client is the relationship. What I do is help professionals and their families better position themselves for financial success. We'll incorporate the things that, combined, help you...
ABOUT SHAWN
One of the most important things between a financial advisor and client is the relationship. What I do is help professionals and their families better position themselves for financial success. We'll incorporate the things that, combined, help you to live life on your terms.
STARTING WITH YOUR GOALS, I can:
• Bring clarity and organization to the goals you've set
• Honestly assess your probability of success
• Create a life-long, yet flexible, strategy for you, your family, business or farm
THROUGH THE FINANCIAL STRATEGY, we will:
• Balance today's living with tomorrow's dreams
• Plan for your retirement your way and consider your legacy
• Work with your accountant and estate attorney
• Create an exit strategy
WE'LL ALSO LOOK AT SOLUTIONS, that can help:
• Assess your risk
• Protect your wealth
• Engage tax-smart investing
AS LIFE MARCHES ON, I promise to:
• Be transparent, keep you informed and track your goals
• Do the heavy lifting, allowing you more time for family and friends
• Act in your best interest, always
Whether you've got a business, farm, growing family, or an empty nest, let me help reduce any potential financial stress so you can enjoy life, not worry about it.
Sincerely,
Shawn Gardner
