June 26, 2025 | 2:45 PM - 3:35 PM

Grow Your Own Way: Top Producers Share How They Boost Their Business

Success isn’t one-size-fits-all. In this exclusive session, hear directly from top-producing advisors as they share the strategies, insights, and personal approaches that have propelled their growth. From innovative client engagement techniques to business development tactics that help position your practice for growth, this discussion goes beyond theory to showcase what’s working in practice. Gain actionable ideas, fresh perspectives, and inspiration from those who have carved their own path—so you can refine yours.
  • Asset Allocation
  • Investing Trends
  • Practice Management

Speakers

Image of Braden Draggoo

Braden Draggoo

Draggoo Financial Group

Financial Advisor

Image of Charlotte Geletka

Charlotte Geletka

Silver Penny Financial Planning

Managing Partner and Financial Advisor

Image of Sarah Weese

Sarah Weese

Morningstar Wealth

Head of National Accounts