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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. 

RESOURCE & SOLUTION LABS

Nicole Rex

CEPA

CEO

The Key to a Smooth Business Transition

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Meet Nicole Rex:

Nicole Rex is the Founder and CEO of Watermark Insurance Services, Inc. located in Westlake Village, CA.

Watermark Insurance Services caters to the upscale advisor utilizing our unique talents and experiences within the life...

ABOUT NICOLE

Meet Nicole Rex:

Nicole Rex is the Founder and CEO of Watermark Insurance Services, Inc. located in Westlake Village, CA. 

Watermark Insurance Services caters to the upscale advisor utilizing our unique talents and experiences within the life insurance, annuity, disability and long term care transaction. We specialize in point-of-sale support, advanced marketing, and creative estate and business planning techniques. Our concierge level of service includes carrier and product expertise, underwriting negotiation and complete back office processing. Our ideologies complemented with sales support, underwriting services and our core values will best prepare our advisors for the everyday needs of their clients.