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
Lee Small
Senior Vice President, RIA Channel Sales Managerhannel
A Strategic Roadmap for FAs Looking to Acquire and Serve Business Owner Clients
Connect On LinkedIn
Lee Small is the RIA Channel Sales Manager for Manulife John Hancock Investments, In this role, Lee leads the firm’s RIA distribution team, working with RIAs and family offices nationwide. Previously, he was a divisional sales manager overseeing...
ABOUT LEE
Lee Small is the RIA Channel Sales Manager for Manulife John Hancock Investments, In this role, Lee leads the firm’s RIA distribution team, working with RIAs and family offices nationwide. Previously, he was a divisional sales manager overseeing investment product distribution in the central United States. He is a highly sought after keynote speaker specializing in practice management topics related to the business owner client segment. Prior to joining John Hancock Investment Management in 2016, Lee held senior sales positions with firms such as Lincoln Financial and AXA.
