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.
Cynthia Luna
CFP Professional who has been in wealth management for over 15 years. Through my work with business owners helping them plan for the "next act" is a passion of mine.
ABOUT CYNTHIA
CFP Professional who has been in wealth management for over 15 years. Through my work with business owners helping them plan for the "next act" is a passion of mine.
