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.
Kathleen Adams
Kathleen Adams is a fee-based financial planner and insurance planner with the Fraser Financial Group, the Mass Mutual agency in Beverly Hills. Kathleen is the author of The Complete Estate Planning Guide, a Penguin paperback designed for the layman...
ABOUT KATHLEEN
Kathleen Adams is a fee-based financial planner and insurance planner with the Fraser Financial Group, the Mass Mutual agency in Beverly Hills. Kathleen is the author of The Complete Estate Planning Guide, a Penguin paperback designed for the layman that has sold nearly 2 million copies. Its focus is on ways to strategically build, then transfer an estate, including business succession planning and charitable giving. Kathleen works with business owners and families to help them define business succession, retirement and estate planning goals and the meaningful lifestyle and family dynamic issues that make financial planning relevant to the lives clients want to live. To help implement their plans, she does simple to very sophisticated annuity, life, disability and long-term care insurance planning to create appropriate safety nets and leverage for business buyouts, key person retention and estate transfer goals. Kathleen works with clients’ advisory teams of financial, tax and legal advisors to make sure all planning is coordinated and enhanced by the insight and expertise of each. The focus is on first creating context and defining the outcomes clients want to achieve, then on implementing the most relevant strategies to see that those outcomes are reached.