The Growth Collective
The Growth Collective is coming this summer to New York City on July 17th – and trust us, you’ll want to be there! This event is designed for next-gen advisors who are ready to step up their game. It’s for the AFA and team members who are hungry for more – more growth, more impact, more success.
At this event, we won’t waste time on tactics. We’re diving deep into the REAL stuff: strategy, mindset, and the soft skills that separate the average from the legends.
What you will walk away with:
- Growth Mindset: Understand exactly what it takes to shift your mindset and scale your business to a level you’ve only dreamed of.
- Team Synergy: Learn how to be the player who elevates your entire team’s performance.
- Client Conversion: For AFAs—work on the art of interpreting value, convincing prospects to take action, and converting them into long-term clients.
With only 50 availabile spots, we’re looking for the best of the best!
- Financial Advisors: 20 spots for newly tenured advisors servicing clients and building their book of business.
- Marketing Professionals: 10 spots for team members responsible for driving, supporting, and executing marketing strategies.
- Operations Team Members: 20 spots for professionals in business processing, client service, plan production, para-planning, operations management, and beyond.
Exclusive Speaker Line up
Drew Watson
Private Wealth Advisor | Align Wealth Management
Barron’s Top 1200 Advisor (#1 in KY two years in a row), 20 plus year CAC Advisor winner, a new money magnet for his practice with massive inflows from an affluent client base of 294 millionaires while leading a team of 27 members in 6 different locations.
Scott Leibfried
Private Wealth Advisor | StackStone Wealth
Barron’s Top 1200 Advisor, multiple year CAC Advisor qualifier and practice acquisition specialist who excels at developing a team of 24 in four different locations while working with a small affluent client base.
Travis Chaney
Chief Executive Officer | Dynamic Directions
Has either personally won or coached the Franchise Consultant of the Year 7 times, coaches 45 Forbes Best In State Practices, is a founding partner in a Barron’s Top 1200 financial planning practice, owns multiple businesses (social media, financial planning, consulting, digital news services, and song publishing), and has delivered over 30,000 coaching sessions in his career.
Mike Brink
Coach and Consultant | Dynamic Directions
is a former Operations Director for a Top 20 financial planning practice and Operations Coach for D2
Sherrie English
Chief Coaching Officer | Dynamic Directions
is a former top financial advisor that once landed a $200M client, leads the D2 women’s group coaching (FIRE) and is the Chief Coaching Officer for D2
Christy Chaney & Meghann Richardson
Directors of Digital Marketing | Dynamic Directions
lead the Digital Marketing arm for D2. Christy runs an awarding winning digital news service, Owensboro Times with over 25,000 monthly subscribers and over 1,000,000 impressions per month. Christy and Meghann also lead the marketing for a Barron’s Top 1200 firm.
Event Highlights
Experience an immersive learning environment through general sessions and role-specific sessions.
General Sessions
- How to Initiate & Embrace Change
- The Art of Being a Great Team Player
- The Power of Urgency (AKA Get S#it Done Faster)
- Attention to Detail: The Hidden Driver of Success
- The Value of Being Useful
- The Three Most Powerful Three-Letter Words
- How Business Owners Think About:
- Scaling
- Execution & Efficiency
- Client Service
- Following & Adapting the Playbook
- Leadership: Following First to Lead Later
Financial Advisor Curriculum
- Defining Your “Why”
- Exploring Financial Advisor Career Paths:
- Hunters
- Farmers
- Caretakers
- Results-Driven Mindset: Becoming an Asset to Franchise Owners
- Understanding That You’re in Sales (Even If You Don’t Think So)
- How to Show Up with Swagger
- Mastering Value Interpretation for Clients & Prospects
- Becoming a Product of the Product – It’s About How You Make Clients Feel
- The Four Capitals of Success:
- Relationship Capital
- Financial Capital
- Reputational Capital
- Educational Capital
Marketing Curriculum
- Finding the “Riches” in the Niches
- Going Where the Market Is (Not Just Where You Want to Be)
- The Four Levels of Branding:
- Awareness
- Preference
- Conversion
- Advocacy
- The Three Types of Branding for Positioning:
- Personal
- Professional
- Team
- Relevance: Different Is Not Enough—It Must Be Distinctive & Useful
- Keys to a Kick-A$$ Marketing Event
- Expanding Your Brand’s Digital Footprint:
- Profile Optimization
- Custom Content Creation
- Targeted Outreach
- Lead Generation
- Brand Positioning Lessons:
- Hershey vs. Godiva
- Trail of Tangibles
Operations Curriculum
- Client Segmentation Done Right:
- Why It Matters
- Core Principles to Follow
- Defining Each Segment and the Service Model for Each Segment
- Creating Memorable Client Experiences
- Shaping Client Perceptions & Feelings
- Onboarding New Clients with Excellence
- Overcoming Territorialism in Your Team
- Process Improvement for Maximum Efficiency & Productivity
- Project Creep: Identifying & Eliminating Scope Drift
- Conducting an “Unwow” Audit to Eliminate Friction
- Training Advisors to Work More Effectively with Operations Teams
Brookfield Place, New York City
The Growth Collective will be held at Brookfield Place in New York City.
Brookfield Place
225 Liberty Street
New York, NY 10281
Hotels
We are not securing an official room block for this event, but there are several excellent hotels within walking distance of Brookfield Place.
Here are a few convenient options that currently have rooms available – feel free to make your reservation wherever works best for you:
Club Quarters Hotel – World Trade Center
The Cloud One – New York Downtown
Your Investment
$399
General Sessions
Breakout Sessions
Breakfast, lunch, and snacks Included