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.
Shelley Lightfoot
Shelley Lightfoot is a life-long financial and legal services professional with a unique combination of experience, passion, and creativity – which all lead to her objective of helping wealth advisors provide comprehensive solutions for success...
ABOUT SHELLEY
Shelley Lightfoot is a life-long financial and legal services professional with a unique combination of experience, passion, and creativity – which all lead to her objective of helping wealth advisors provide comprehensive solutions for success families and business owners with a focus on transition planning. Since early 2009, Shelley has enjoyed her role as the Chief Operations Officer and Partner with the Care to Know Family of Resources. Through 3 unique brands, Joe and Shelley educate wealth advisors, assist business owners to find “what’s next,” counsel families towards alignment, as well as protect families and their assets. The Southern California Institute is a Thought Leader Community providing resources, education, and advice via collaborative think tanks, events, programs, online content, and introductions. Strazzeri Mancini helps affluent families and business owners get to the heart of highly relevant matters and resolve messes in the areas of integrated tax, estate, asset protection, and business continuity planning as well as mediation, facilitation, and family synergy counseling. The Founders Group helps successful business owners in conflict who desire a resolution, and a path forward.