GROWTH-DRIVE SUMMIT

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. 

Driven by the impact he's delivering for his fellow members, Mike was awarded CEPA of the Year 2024: Mike is THE proven authority on relationship-driven biz dev. Mike advises household-name organizations - especially wealth advisors- about referral-driven success. And Wealth Advisors are key COIs for our community - they are great at starting the exit and value gap conversation... And they need growth drivers like us to deliver value growth. How do you harness this symbiosis? 

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
  

Panel: C3D Ed Wandtke, MBA CVA CPA CEPA CExP, Investment Banker Bob Goldsmith MBA and Author Carl J. Cox of 40Strategies (PEG Expertise) 

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...)

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

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

Helping clients understand and implement relevant Ai to boost productivity, generate better insights and run a business that is faster-brighter-stronger is a growing opportunity. Bob & Cathy share how they are leveraging Ai to expand their reach and impact in client engagements. 

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. 

We will divide into groups and as teams develop best practices on these three topics: 

• Biz Dev
• Collaboration
• Preparing a Client for Exit

Building value starts with the leadership team - their alignment and their ability to implement the changes identified from our growth discussion.  

During this session we will discuss and learn how to move from the results of our assessment to a leadership action plan that creates positive change while guiding your client and their senior team to predictable growth.   We’ll use our  Analyze, Design, and Execute theme and focus on three areas: (1) How to analyze and use the areas identified in the senior alignment report, (2) How to shape a “people plan” that operationalizes and supports the business plan, and (3) How to help our clients assess their peoples’ ability to lead change, which is a critical competency leading to stronger execution.  Case examples will be provided to support the discussion.

Join Beth LaGuardia, CMO of Forbes Books, for an exclusive session on harnessing authority to drive meaningful business growth.

In this engaging and actionable presentation, Beth will unveil 4 proven strategies for leaders to cultivate genuine authority and leverage it for substantial business success, including insights on:

1. Surpassing Competitors with Smart Strategies: Learn how to secure a dominant position in your market through effective use of rented, owned, and earned media, inclusive of how to think about use of AI and its impact on Thought Leadership.

2. Building Your Personal Brand Through Strategic Influence: Discover how to align with centers of influence to enhance your brand’s reputation.

3. Maximizing Authority for Digital Presence: Understand how to utilize your growing authority to capture high-value organic search results on Google and LinkedIn.

4. Transforming Authorship into Business Opportunities: Explore how publishing a book and establishing yourself as an author can open doors to new PR, speaking engagements, and business connections.

Don’t miss this opportunity to unlock the full potential of your leadership and personal brand authority. As a special value-add, attendees have the opportunity to sign up for a complimentary executive Book and Authority Blueprint to help jump start their goals.

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

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 Strategic Capacity & Business Value Analysis software to dig deep on 2 killer topics - you all determined the 2 during this week's Coffee Klatsch:

1. Using CLARITY to power collaborative engagements with COIs (Thank you Growth-Driver Brad Eure)

2. Using CLARITY Level 1 for client discovery and  winning new engagements (Thank you C3D Steve Duke)

Get ready to expand your knowledge, share your expertise and have some fun. 

FREE with your Registration thru Aug 31 - register now and save $295