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.
Joe Strazzeri
Attorney & Counselor at Law - Partner
Motive – The Invisible Guest In Your Wealth Biased Relationships
Best-In-Class Award Winning Advisors Panel
Joe Strazzeri is a best-in-class CEPA, leading the profession with his fellow members of EPI's Thought Leadership Council. He is a recipient of the EPI's Exit Planner of the Year. Joe’s book, Motive, helps advisors to understand the business owner...
ABOUT JOE
Joe Strazzeri is a best-in-class CEPA, leading the profession with his fellow members of EPI's Thought Leadership Council. He is a recipient of the EPI's Exit Planner of the Year. Joe’s book, Motive, helps advisors to understand the business owner mindset through a deep and uncommon insight into the invisible guest in their wealth-based relationships. Financial Planning is one of the three critical legs of the stool. Through boots on the ground exercises and real client stories, Joe helps advisors create more growth and impact through understand the business owners' relationship with wealth.