Introducing Ai as a tool for business Advisors

Get the first look at Growth-Drive's 'Claire' Ai Agent. You'll leave this session understanding how to harness Ai to win engagements, create better strategic/exit plans, and so much more. 

Founder & CEO George Sandmann Opening Address

Welcome comments: the state of CLARITY software, where Ai will take us all, collaborating to win engagements and deliver client wins, C3D and the Path to Mastery; the Ai-powered Advisor

Interview: Beth Laguardia, CMO with Authority Media/Forbes Books

Why is consciously developing and nurturing your personal brand a keystone for building a profitable advisory business? 

Building Collaborative Relationships

Mike garrison, author of Can I Borrow Your Car will lead a workshop on creating a scalable referral-driven sales process. Guaranteed to take your client acquisition to the next level. 

Expert Exit Planner & Business Advisor discusses two successful exits with a CEO-turned Growth-Driver. One exit was to PE, the second through gifting to his son. Learn first hand insights about successful exits, best practices, and creating an encore career.

Back by popular demand: Join one of the 6-8 person reservations at a world-class Charleston restaurant to deepen connections and have a great time! The sign is being posted in the community. 

Networking & Sponsors

Breakfast is included, here's your opportunity to break bread with your fellow Summiteers, expand your professional network and meet your terrific Summit Sponsors. 

Three Experts Share Insights and Best Practices

Building on Growth-Drive's Strategic Capacity white paper, three experts will share perspectives on the impact of Strategic Capacity on transferable value and M&A preparedness. 25 min interview, 35 min open mic Q&A

Best Practices for using CLARITY™ for connecting Strategic Capacity to Client Intent

How do we make business Strategic Capacity relevant to Personal Intent -aka wealth and legacy? Using report information you will work as advisory teams developing skills for expanding your relevance to client wins. 

Effective Collaboration Across Advisory Roles

Workshop co-creating and managing shared accountability amongst the advisory team in support of Strategic Capacity goals.

Sharing Workshop Learnings

Summit Facilitators will lead a discussion sharing the learnings from each Workshop Track with all participants. 

Networking & Sponsors

Expand your professional network, chat with the Summit Sponsors

Moderated Panel of Experts 

Models for Expanding Your Reach & Relevance and the Impact of Ai. 

The panel will share three business models for working with clients. Consistently delivering client wins requires a collaborative team. In this community we are seeing a wide spectrum of models spanning ad-hoc/informal to formal partnerships and corporations. How are these models playing out for winning engagement and delivering client wins? 

Ai has shattered speed sequence - accelerating impact -we will explore how Ai impacts collaboration and the prospect of changing roles from Analyzer to Strategic Advisor

25 min interview, 35 min open mic Q&A

How does the CLARITY software empower collaboration?

Why is CLARITY relevant to advisors on the 1-5 engagement spectrum? (1 is a talker, 2 educator, 3 architect/planner, 4 general contractor/doer, 5 fractional CxO). How do we use it for creating collaborative accountability across the advisory team? 

Collaborating and Delivering Client Wins

Exploring Models for Delivering Client Wins: Solopreneurs, Collaborative Working Groups (multiple billers), Proto-Firm (single biller), Firm (legal org). How are these similar, what are the strengths and weaknesses, how might each be right for you to deepen and extend your impact?

Sharing Workshop Learnings

Summit Facilitators will lead a discussion sharing the learnings from each Workshop Track with all participants. 

30 Minute Group Debrief: What have we learned, where are we in the Summit Journey?

Networking & Sponsors

Breakfast is included, here's your opportunity to expand your professional network

The Committee on the Future of the Business Advisory Profession

What will it mean to be a Business Advisor tomorrow - exploring various roles from Wealth Advisor to Profit & Value Growth-Driver to M&A Professional. What does the future hold? How might the evolution of programs like the CFP inspire evolution of 'Certified' business advisors.... and how might C3D contribute? And the elephant in the room: how does this all look in an increasingly Ai-powered world?

25 min discussion, 35 min open mic Q&A

Professionally Facilitated Discussion of Summit Impact & Conclusions 

Retracing your Summit journey from Client Acquisition through Discovery, Planning and Collaborative Execution: this open mic discussion will synthesize group learnings. This session will highlight key learnings and provide time for open discussion of the topics covered throughout. 

Stronger Together

Facilitated Review, Reflections & Next Steps for This Community. What did  we learn? What still requires work? How might we deploy the power of this community ensuring that each and all will increase their advisory revenues and profitability?

Sharing Workshop Learnings

Summit Facilitators will lead a discussion sharing the learnings from each Workshop Track with all participants. 

Summit concludes. Thank you, and safe travels to all!