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.
Nicholas Warner
As a CERTIFIED FINANCIAL PLANNER™ professional at Merrill Lynch Wealth Management, I work with you and your family to craft tailored financial strategies aimed at achieving your financial goals. Investing can seem daunting, but through a...
ABOUT NICHOLAS
As a CERTIFIED FINANCIAL PLANNER™ professional at Merrill Lynch Wealth Management, I work with you and your family to craft tailored financial strategies aimed at achieving your financial goals. Investing can seem daunting, but through a comprehensive wealth plan we alleviate the stress surrounding uncertainties like retirement. We assess your current financial position, define your objectives, and devise a roadmap to success. My process begins with a discovery meeting where we prioritize your families needs, review your finances, financial goals, and assess you investment experience. With a clear understanding of you priorities, we construct a personalized financial plan that aligns your assets and your goals, enabling us to select the most suitable investments for your portfolio. After implementing the plan, we maintain regular check-ins to ensure you remain on track toward reaching your goals.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.