Business Growth & Branding Roundtable

Overview

A collaborative roundtable focused on positioning, messaging, and long-term growth strategies. This is where advisors refine their personal brand and learn how to expand their business beyond initial client wins. Agenda: Brand Positioning Review: How to communicate your niche and value clearly. Scaling Beyond 1:1: Packages, group sessions, and scalable service models. Marketing That Works: Scripts, templates, and repeatable outreach approaches. Peer Roundtable: Advisors share branding challenges and crowdsource solutions. Next-Level Growth Commitments: Advisors define 1–2 strategic actions to elevate their business in the next 30 days.