Description
What does the future look like for you and your business? Do you have the right plan? Do you have the right
people? We address the challenges and triumphs of the entire career lifecycle — and discuss what works and
what doesn’t. We will discuss perspectives from advisors that represent three distinct generations and hear keys
for success in driving growth and people development.
Panelists:
• Steve Ciepiela Founder, Financial Planner, Charles Stephen & Co
• Dane Winter Partner, Wealth Adviser, Sindrich and Associates
• Adam Barnhill Financial Planner, Retirement Security Centers
Learning Objectives
Participants will be able to evaluate the future of their business by assessing their planning, team structure, and growth strategies. They will gain insights from advisors across three generations to identify key factors for success in business development and people management.