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?
"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
What we'll learn together, what's in it for you, intro presenters
1:30 PM
Keynote
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
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
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
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
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
1:00 PM
Workshop: Best Practices for Delivering Wins
As part of your registration you will share your preference between these three topics:
- Biz Dev
- Automation
- Preparing an Exit
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 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
Recap and Key Takeaways, Summit Journey and Preview of Day 3
5:30-7:00 PM
Networking Cocktail Party
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
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
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.
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
Yes! I want to be one of the first to know
Growth-Drive Summits are valuable and fun events. You will learn from thought leaders and your colleagues - it's immersive, and space is limited.
- Add your name to the list, be the first to get updates
- When space opens your best bet is to grab your seat
- We are always glad to help with questions, call (843) 284-7878
Please add my name to the Summit Interest List (hey, no obligation: you're just staying in the know)
Thank you on behalf of your whole community, -Team Growth-Drive
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