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.
Will Smith
Will is an experienced business advisor having worked in the Wealth Management field for over 30 years as a wealth manager and entrepreneur. His expertise lies in working with business owners managing their assets along with providing risk...
ABOUT WILL
Will is an experienced business advisor having worked in the Wealth Management field for over 30 years as a wealth manager and entrepreneur. His expertise lies in working with business owners managing their assets along with providing risk management and succession planning. Prior to coming on board with C-Suite IMPACT, Will’s firm managed corporate assets, pensions, and family office structures. His responsibilities include working in C-Suite’s M&A space focusing on Wealth Management firms and providing business consulting to CEOs and business owners.
Highlights:
- In financial services, built a team approach that provided custom systems for growing client wealth controlling over $500M in assets.
- As a business advisor he built long term relationships, providing growth and eventually a successful transition for companies as large as $125M in value.
- In the alternative funding space, he worked on multiple nontraditional capital raises for cannabis and businesses who cannot access funding from traditional sources.
- Strong depth of knowledge in both finance and business to support clients with intelligent business solutions.
- In the Fee-Based Insurance Consultation business he has successfully provided guidance and cost reduction for multiple companies.