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

Braden Draggoo
Draggoo Financial Group
Financial Advisor

Charlotte Geletka
Silver Penny Financial Planning
Managing Partner and Financial Advisor

Sarah Weese
Morningstar Wealth
Head of National Accounts