GROWTH-DRIVE SUMMIT
October 5-6-7 2026, Charleston SC
2026 Growth-drive SUMMIT THEME:
The Advisor Advantage: Turning Strategic Capacity Into Client Wins
RESERVE YOUR Seat!
Early Registration Link - $500 savings
To promote user experience and value, seats are limited.
Host Hotel: CLICK HERE TO BOOK YOUR STAY FOR THE 2026 GROWTH-DRIVE SUMMIT!
The Lindy Renaissance Charleston Hotel
299.00 USD per night
BOOK NOW, Space is Limited (really!)
Summit of Senior Level Business Advisors Collaborating to Learn and Share Best Practices
Summit: Monday October 5 at 1:00 to Wednesday October 7 at 12:00.
Bonus Session! Monday 9-12: CLARITY Software 'How To' Deep Dive, George & Guests
Guiding Idea:
"Networked execution methodology that integrates advisors, proprietary software, data, and agentic AI into formalized collaboration matrices, aligning all towards increasing Strategic Capacity."
Panels, Presentations & Workshops
The 2026 Committee is working hard, putting together a killer event. Stay Tuned, get on the list! (below)
"There will be over 2,000 years of advisory experience in the room, and this Summit will leverage our collective knowledge as personal and business advisors. We will roll up our sleeves and together define best practices for winning engagements, delivering client wins, and collaborating as advisory teams. I am excited to have your voices in this unique and powerful event!" -George Sandmann, Founder &. CEO
SUMMIT SPONSORS - THANK YOU!
Monday
Kick off the Summit with a live walkthrough of the CLARITY platform using a real client case.
Learn how Strategic Capacity is measured, how the data drives planning, and how advisors turn insights into action
We begin with the Growth-Drive advisory spectrum: Are You a 1, 2, 3, 4, or 5?
Understand where you fit, how to collaborate with other advisors, and how to create stronger client outcomes.
Panel Discussion
Experienced Growth-Drivers share proven strategies for:
- Finding ideal clients
- Converting prospects into engagements
- Navigating discovery conversations
- Overcoming common obstacles and objections
Workshop Sessions
Work through real-world client acquisition and discovery challenges alongside your peers.
TUESDAY
Learn how top advisors design engagements that align CEOs, leadership teams, advisors, AI, software, and data around a single goal:
Increasing Strategic Capacity.
Panel Discussion
Topics include:
- Strategic planning best practices
- Leadership alignment
- AI as a design accelerant
- Building plans that actually get executed
Workshop Sessions
Apply the concepts to client scenarios and your own advisory practice.
TUESDAY AFTERNOON–Execute
Execution is where value is created.
Learn how advisors help clients improve Strategic Capacity, grow profits, and maximize transferable value.
Panel Discussion
Explore:
- Accountability systems
- Leadership alignment
- Avoiding execution drift
- Creating engagement rhythms that drive results
Workshop Sessions
Build practical tools and frameworks you can immediately use with clients.
WEDNESDAY
Get an exclusive look at the next generation of Growth-Drive tools, including:
- CEO Dashboard
- BusinessFlow Scorecard
- Engagement Scoring
- AI-driven insights
Discover how better visibility into execution improves client outcomes and advisor ROI.
We'll close with one of the Summit's most popular conversations:
How do advisors get paid—and what are successful firms charging?
We'll discuss:
- Fee models
- Retainers
- Success fees
- Hybrid pricing
- Market expectations
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