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.
Kerry Pulliam
Kerry Pulliam is a nationally top-ranked resource for business/exit planning teams helping implement proprietary ideas and concepts to protect business, personal and family wealth. As a Certified Financial Planner and Certified Exit Planning Advisor...
ABOUT KERRY
Kerry Pulliam is a nationally top-ranked resource for business/exit planning teams helping implement proprietary ideas and concepts to protect business, personal and family wealth. As a Certified Financial Planner and Certified Exit Planning Advisor with over 25 years of high-end financial planning experience, Mr. Pulliam has collaborated with some of the most highly recognized Advisory and Wealth Management Teams across the United States.
His ability to cover the simple to the complex and to explain the complex simply has been instrumental in developing long term relationships with these advisors while also successfully implementing sophisticated strategies to protect business, personal and family wealth for some of the top business owners and family offices globally. Mr. Pulliam is a frequent keynote speaker and has conducted numerous seminars and continuing education courses for clients, professional advisors and financial institutions.