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.
Kathy Adams
Kathy Adams is a fee-based financial and insurance planner with Sagient, the MassMutual agency in Beverly Hills, and author of The Complete Estate Planning Guide, which has sold nearly 2 million copies. She works with business owners and families to...
ABOUT KATHY
Kathy Adams is a fee-based financial and insurance planner with Sagient, the MassMutual agency in Beverly Hills, and author of The Complete Estate Planning Guide, which has sold nearly 2 million copies. She works with business owners and families to define succession, retirement, and estate planning goals, integrating lifestyle and family considerations. Kathleen implements strategies ranging from simple to sophisticated insurance planning to support business buyouts, key person retention, and estate transfer objectives. She collaborates with clients’ financial, tax, and legal advisors to ensure coordinated, outcome-focused planning.