Picture this: You walk into a room charged with energy, where the nation’s most driven business advisors gather—not just to talk about growth, but to engineer it. For your clients, AND FOR YOUR ADVISORY BUSINESS. The theme is ‘Building a Profitable Advisory Business’ and you’ll get a ton of new tools and skills.
A summit isn’t a conference, it’s a gathering of senior level pros working together to dominate their field. This isn’t another conference with coffee cups and clichés. This is the Growth-Drive Summit 2025, the proving ground where ideas become engagement-winning strategies, and AI transforms from a buzzword into a revenue-generating force. There will be over 2,000 years of experience in the room, and we will leverage it. Fun, and super valuable.
The middle market—560,000 private companies generating over $10 trillion in annual revenue—is where your ideal clients are. The data is clear: CEOs in this arena are chasing three outcomes: predictable profits, sustainable growth, and transferable value. They’re not just buying services. They’re investing in confidence—the confidence that you can lead them there.
At Summit 2025, we’ll hand you the playbook. Not theory. Not “motivational” fluff. A tested, three-dimensions-of-growth methodology that starts before the first handshake and ends with your client thanking you at the closing table. You’ll master generating a referral-driven sales process and the art of the growth conversation—how to turn casual interest into a paid engagement by pinpointing strategic intent, diagnosing strategic capacity, and showing clients how AI will accelerate their journey.
You’ll workshop Ai and leave with workflow prompts you can apply immediately - CLARITY subscriber or not. AI isn’t replacing advisors—it’s replacing the guesswork. Plus, you’ll see a preview of the agentic AI inside the Growth-Drive CLARITY Analysis™. See how to demonstrate your value in minutes, not months. Imagine walking into a prospect meeting with data-rich insights, industry benchmarks, and an action map that makes your competition look like they showed up with a blank notepad. You’ll not simply have an advantage. You’ll dominate.
Nothing happens until you win an engagement, right? We’ve expanded the agenda focusing on client acquisition, on demonstrating relevance, and relevance is leads to results. At Summit 2025, you’ll learn how to:
After participating in this unique summit you won’t just have met top-performing peers—you’ll have joined a movement. Summiteers will leave with the tools, AI capability, and confidence to win more clients, faster, and at higher value.
This isn’t about attending an event. It’s about walking into 2026 with a sharper edge than you’ve ever had before.
Summit 2025. Acquire clients. Deploy AI. Drive growth.