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.
Robert Kulle
Robert C. Kulle Jr. is Founder and CEO of Heritage Capital Strategies (HCS), a company that specializes in life insurance solutions for business owners, affluent families, executives, and family offices. Robert has taken his experience as a former...
ABOUT ROBERT
Robert C. Kulle Jr. is Founder and CEO of Heritage Capital Strategies (HCS), a company that specializes in life insurance solutions for business owners, affluent families, executives, and family offices. Robert has taken his experience as a former professional baseball player and high‐school math teacher to differentiate HCS in the life insurance marketplace. He built HCS to utilize his mathematical and educational background to help clients and their professional advisors identify the best life insurance products and funding options for their planning objectives. Robert’s core beliefs are HCS should focus on the analytics of the life insurance transaction, be independent yet have access to world class products, and be committed to servicing existing clients that built the company’s success. These core beliefs and the firm relationship with M Financial have positioned HCS as a trusted resource for professional advisors and clients throughout the country.