Bender shares areas that went smoothly and areas that didn’t — and what she wishes she had known each time — when buying two separate businesses. Learn what you should do now to establish processes and help your valuation, even if you’re not currently thinking about buying or selling.

As clients' decision-making is largely driven by emotions, it is crucial for advisors to connect and persuade on an emotional level. Christian shares the difference between being right and being persuasive and explains how you can help your clients align not just what is right financially but emotionally as well.

Many marketers who still employ status quo brand strategies find themselves ill-equipped to navigate the changing waters of client expectations and risk being left behind. Collins shares how business leaders can update their understanding of current and upcoming changes impacting contemporary brands — and how meeting changing expectations is essential to thrive in the competitive financial services marketplace.

The Goodr Foundation is a nonprofit that strives to end world hunger by cultivating countless resources for their nonprofit partners and network of recipients. Crowe-Houston shares personal stories of what sparked a deep desire to address hunger on a larger scale, the journey of creating sustainable solutions for food insecurity, and how hope, passion and perseverance drives Goodr to have a direct impact on communities dealing with hunger.

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A digital and marketplace revolution in the financial services profession has made it increasingly difficult for advisors to differentiate themselves, develop deep client connections and drive disproportionate growth. Discover Estis’ strategies for how you can excel in this environment by prioritizing the client experience, adopting an innovation mindset and preparing to reallocate resources rapidly for a changing landscape.

How can you navigate the complexities of successful partnerships to leverage the power of diversity and overcome real-world challenges? Woo and Fyon share actionable strategies to identify and manage partnership dynamics, whether you’re considering a new partnership, handling conflicts in an existing one or viewing everyone you work with as a partner.

Developing a specialized group of clients means understanding their concerns, where you can connect with them and how to establish yourself as a trusted resource. George shares his ideas for how you can supercharge your prospecting and reach even more of your ideal clients, regardless of your niche.

How can you minimize taxes for high-net-worth clients as the looming sunset of the Tax Cuts and Jobs Act (TCJA) approaches at the end of 2025? Golombek addresses topics such as strategies for income taxes, how to deal with tax-deferred savings plans, capital gains tax planning, tax residency planning and planning surrounding the U.S. estate tax. He also covers recent Canadian tax developments and equivalent strategies for high-net-worth Canadian clients.

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As the USD 84trillion wealth transfer approaches, studies show that 90% of family wealth does not make it past the third generation, and 80% of inheritors will look fora new advisor after inheriting their parents’ wealth due to a lack of communication. Guilaran shares a proven framework and keystone habits to make wealth last for generations and bridge the communication gap between advisors and inheritors.

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How can your business performance increase if your staff members' engagement — especially for Gen Z and millennials — continues to drop? Hadeed explains how you can better understand the needs and goals of these generations, leverage growth as a competitive advantage and create an empowered path for everyone in your practice to achieve more together.