Skip to content

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. 

Back to All Speakers

 

Jhett Urie

CEPA

For over 65 years, The Urie-Taylor Group has been providing generations of families with comprehensive and customized wealth management. To us, it's about discovering what you need to feel confident, comfortable, and prepared for the future. We...

ABOUT JHETT

For over 65 years, The Urie-Taylor Group has been providing generations of families with comprehensive and customized wealth management. To us, it's about discovering what you need to feel confident, comfortable, and prepared for the future. We strive to develop a true connection with you, your family, and your world – beyond your investment portfolio.


Together, we bring a multigenerational view on financial management that allows our team to relate to you and all generations of your family. We listen closely to fully understand what you value most. Through our thoughtful planning process, we determine your family’s goals, growth/income needs, and comfort with risk. We work to define what success looks like for your family by ensuring you are asking the right questions.


We pride ourselves on responsive and attentive customer service every step of the way. We exceed the traditional sense of wealth managers as we are life advocates for our clients. As advocates for you, we get things done quickly and correctly.