Keynote: How to Build a High Growth, High Profit, High Happiness Advisory Firm

Despite the best intentions, many good advisors struggle to keep up with the demands of running and growing a practice, working more and making less than they would like. 
In this session, Stephanie will reveal the strategies used by a group of happy, high-performing advisors that grow 3x faster, earn 3x more income, and take 3x more time off than their peers. 
Learn the proven practices these advisors used to shift their thinking, boost their productivity, differentiate their firms, deepen their value, and build hyper-efficient practices that come with the time and freedom to enjoy their success.
Learning Objectives:

• Mindset Mastery: Understand the importance of adopting a clear, confident, growth-oriented mindset to drive business success and achieve personal satisfaction.
• Optimize Productivity: Discover techniques to streamline operations and increase efficiency, enabling advisors to serve clients effectively while reducing workload.
• Deeper Client Value: Learn the latest methods to deliver specialized services and personal attention hyper-efficiently, allowing you to deliver deeper value while growing margins and joy.