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.
WORKSHOP
Tracy Hanson
Head, Retirement Solutions
Women in Exit Planning Symposium
Tracy has had a well-rounded career in financial services and a passion for helping financial advisors assist their clients in reaching their financial goals. Starting as a financial advisor with Ameriprise Financial, she moved on to wholesaling...
ABOUT TRACY
Tracy has had a well-rounded career in financial services and a passion for helping financial advisors assist their clients in reaching their financial goals. Starting as a financial advisor with Ameriprise Financial, she moved on to wholesaling mutual funds for Columbia funds and annuities for Allianz before joining RBC Wealth Management. She has held various roles, including leading annuity product management and sales, IRAs and currently the entire retirement solutions product suite and sales teams.
She passed the Series 7, 24 and 66 securities exams and holds life and health insurance licenses. She earned a Bachelor of Science degree in finance from St. Cloud State University and an MBA from the Carlson School of Management at the University of Minnesota.
Tracy is a member of National Association of Plan Advisors (NAPA) and Women in Pension Network (WiPN). Outside of work, she enjoys spending time with family and friends, skiing, boating, traveling and reading.