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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. 

 

Amy Ahrens

CEPA , Series 65 , Value Builder

As a Wealth Advisor and Comprehensive Financial Planner, I work with clients to identify their financial goals and create actionable strategies to achieve them. My approach is comprehensive and holistic—whether developing detailed financial plans,...

ABOUT AMY

As a Wealth Advisor and Comprehensive Financial Planner, I work with clients to identify their financial goals and create actionable strategies to achieve them. My approach is comprehensive and holistic—whether developing detailed financial plans, structuring business exit strategies, implementing retirement solutions, or optimizing investment allocations. I work collaboratively with CPAs, estate planning attorneys, and insurance professionals to help ensure all aspects of my clients' financial lives work in harmony. For business owners, I bring specialized expertise in viewing their company as a strategic asset within their broader wealth management plan. My focus is on strategy, integration, and helping clients see the complete picture of their financial future.Disclosures: https://www.onedigital.com/disclosures/