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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. 

 

Sean Stockman

CEPA

My approach starts with purpose-based planning: understanding what you want your wealth to be in service of at this stage of life.

That's different from problem-solving planning (putting out fires) and different from generic accumulation advice...

ABOUT SEAN

My approach starts with purpose-based planning: understanding what you want your wealth to be in service of at this stage of life.

That's different from problem-solving planning (putting out fires) and different from generic accumulation advice (maximize everything).

It's planning that asks: What's already working? What can safely coast? What deserves your energy now?