GROWTH-DRIVE SUMMIT

 

Sep 23-25 2024, Charleston SC 

Business Advisory in the Quantum Age: Harnessing Technologies and Delivering Client Wins

You want to harness the power of AI and technology to build your advisory business - after participating in this conference you'll know why and how.

  • Open to all, in beautiful Charleston SC  - bring your spouse or partner!
  • From 1:00 pm Monday Sep 23 to 12:00 pm Wednesday Sep 25
  • Join us!  plus... Golf?
Register Now
Add Promotional Code 'EARLY' and save $300
 
Only $695 with Early Registration, April 8 - May 31
 To book additional days please call the hotel directly. 
 
Standard Registration $995 Jun 1 - Jul 31 | Final Opportunity $1295 Aug 1- Sep 22
All prices include a $300 discount for booking your stay at the Mills House summit venue
 
*Performance and Leadership members: use code PERFORMANCE or LEADERSHIP at checkout to automatically apply your savings 
 
Mills House
Reviews from the previous conferences:
 

"Excellent conference and speakers! I've learned several tips and techniques I can apply to my practice immediately for helping my clients grow their businesses.'"- Jack H, CPA CFP PFS

"This Conference was a real level above!  I expected to learn a couple things, but this Conference really delivered - I don’t think it could've been any better, "10 of 10". - Steve D, CM&AP, CBSP, CBEC  

 

Video Tour

Why this conference? Who is coming?

And what will you learn? Tools and skills you can apply immediately, we promise. Unique, remarkable - expand your reach and impact, build your professional network: join us.

 

The main event begins in...

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AGENDA: *BUSINESS ADVISORY IN THE QUANTUM AGE*

DAY 1, SEP 23 @ 1:00 PM

1:00 PM
Welcome
George Sandmann
Welcome to Participants
What we'll learn together, what's in it for you, intro presenters
1:30 PM
Keynote
George Sandmann

Why CLARITY™ Data is Killer and What it Means for You.

The Growth-Drive's CLARITY Strategic Capacity Analysis is a treasure trove of analytics we leverage for increasing our impact as advisors... We will explore three questions: why this data  is absolutely unique, why advisors armed with these analytics out-perform their peers, and what the DNA of a best-in-class business looks like. 

2:30 PM
Marketing for Business Advisors

This session will explore the power of Centers of Influence (COIs) in building trust and driving business development. You'll learn how to:

  • Identify strategic COIs within your target market
  • Cultivate mutually beneficial relationships with COIs to boost your credibility
  • Strategically leverage wins to highlight your expertise and attract new business
Key takeaways: You'll have the information you need to develop an actionable plan to integrate COIs into your marketing strategy and amplify the success of your advisory practice.
3:30 PM
Business Value and Price

Learn advising techniques for leveraging Strategic Capacity and the relationship between 'business value' and  M&A price.

Key takeaway: intel for designing a client business that can earn a top price in an exit transaction (because value ain't the same as price...)

4:30 PM
Daily Wrap
George Sandmann

Recap and Key Takeaways, Summit Journey and Preview of Day 2 

6:00
Sunset Cruise

Sip on a cold drink and watch the sunset from the water. Space limited, first come.

DAY 2: FOCUS ON *AI* - SEP 24 ALL DAY

7:30 AM
Breakfast, included
8:00 AM
AI FOR BUSINESS ADVISORS: YOUR FORCE MULTIPLIER

Business advisors are embracing AI as a force multiplier to gain a competitive advantage and better serve their clients. Here's why:

  • Amplified Efficiency: AI streamlines repetitive tasks like data analysis, report generation, and client communication, freeing advisors to focus on higher-value activities
  • Enhanced Insights: AI tools analyze vast datasets, uncovering patterns and trends that humans might miss, allowing advisors to provide more informed, data-driven recommendations
  • Personalized Client Experiences: AI assists in tailoring advice and solutions to individual clients' needs, fostering stronger relationships and driving better outcomes
9:30 AM
AI and Business Development
After participating in this session you will have engineered prompts that can help identify ideal client and COI profiles, plus an understanding of how to leverage technology and AI to win new engagements. 
10:15 AM
AI in Client Engagements

Using AI to create analytics and deliverables: why, how, possibilities and limitations. After participating in this session you will have specific tools you can deploy immediately in your advisory business. 

11:00 AM
Case: Technology and AI in Action
Using Growth-Drive Technology and AI

From first conversations through long-term engagements, you want to "Wow!" your clients.  Using a case you will see the Growth-Drive process in action as it relates to technology, deliverables and results. 

12:00 PM
Lunch
Provided
1:00 PM
Workshop: Best Practices for Delivering Wins
Moderated by George Sandmann & Larry Prince

As part of your registration you will share your preference between these three topics: 

  • Biz Dev
  • Automation
  • Preparing an Exit
During this professionally-facilitated workshop we will break into three groups and create a kill sheet of best practices in each area, which we will share and critique. Your key takeaway? actionable tips and techniques from a room full of senior pros. These sessions are always the top-rated of the summit. Yes, you'll get a PDF of the results.
2:30 PM
Being a Quant-Powered Advisor

Why is a Quant system that leverages Tech and AI better than old-style 'paper' system? How easy is it to take this step into the 21st century - and why might you?

Key takeaway: here's how you compete against and collaborate with EOS Implementers® and the like. 

3:30 PM
The Story of a Successful Exit
Case Presentation + Q&A

Case Review: A Successful Exit

Learn how using data and technology helped this client be ready for the biggest deal of their life - and exit successfully. 

4:30 PM
Daily Wrap
George Sandmann

Recap and Key Takeaways, Summit Journey and Preview of Day 3

5:30-7:00 PM
Networking Cocktail Party
Mills House Rooftop

Sponsored Event: Build your network, catch up with friends, and raise a glass while we unwind and celebrate together in this beautiful city. 

DAY 3, SEP 25 - 8:00-12:00

7:30 AM
Breakfast, included
8:00 AM
CLARITY's 'CEO Insights' module: a CFO's Perspective

Data and technology can predict the future - how do you make this future real? A seasoned CFO discusses using CLARITY 2 with a view on cash, growth, and strategy.

Key Takeaway: as Co-Pilot to the CEO you help your clients with growing profits and transferable value. Growth is expensive, non-linear, and so cash needs need to be anticipated. The CFO is the financial strategist, overseeing financial reporting and planning, while anticipating and managing risks to the company's financial health and long-term success. While many clients don't have a CFO, almost all of them need financial strategy. Learn about educating your client and upping their cash planning game. 

9:00 AM
Case: The Story of Successful Biz Dev

The right COIs have a rolodex of business-owning clients and the determination to help them. Through this real-life case you'll learn why CLARITY-powered CEO Workshop Marketing Events are helping this Business Advisor win more and better clients.

Key Takeaways: who are the right COIs? Why should they open their rolodex - what's in it for them? How do you collaborate to help clients get where they want to go? 

10:30 AM
Tech & Tools Powering Success
Panel Discussion

Three cutting edge players share what they've learned to trust - and to avoid - in the Business Advisor technology space. Moderated, with Open Mic Q&A.

11:30AM
Bringing it All Together
George Sandmann

Key takeaways from all participants, review WIFMMs - did we deliver? Thank you, and next steps. 

Conference adjourns at 12:00 pm 

OPTIONAL BONUS: MONDAY A.M.

Monday 9:30-12:00
Pre-Show: Growth-Drive Platform Review

Before the conference... Would you value a refresher deep-dive into the Growth-Drive platform? Or maybe you're wondering what the excitement is about?

Join George Sandmann & Larry Prince for a focused review of the Growth-Drive methodology & process. During this guided Growth-Drive refresher we'll jump into the CLARITY software and powerful advisory process, alternating between demo and open-mic Q&A. 

FREE with Early Registration (thru May 31) - register now and save $295

 

Yes! Count me in.

Register Now
Add Promotional Code 'EARLY' and save $300
 
Only $695 with Early Registration, April 8 - May 31
 To book additional days please call the hotel directly or visit Hilton.com. 
 
Standard Registration $995 Jun 1 - Jul 31 | Final Opportunity $1295 Aug 1- Sep 22
All prices include a $300 discount for booking your stay at the Mills House summit venue
morris-island-3996252_1920

Rooms: Mills House, a Hilton Curio Collection property

Link to Reserve from Room Block

 To book additional days please call the hotel directly. 

Limited availability; extend stay up to 3 days at this rate 

115 Meeting Street, Charleston SC 29401

Mills House Courtyard
charleston-4036370_1920

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    Thank you on behalf of your whole community,  -Team Growth-Drive 
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