Business is booming.

Proven Tips to Grow Your Business in 2022


Besides taking care of existing clients, financial professionals have to think about ways to grow their business and plan for continuity. Join our team of coaching and succession experts as they share proven tips to enhance your business goals in 2022. Executive Vice President of Business Coaching & Consulting Kirk Hulett, Business Consultant Kristina Hoover, and Senior Vice President of Succession Planning Todd Fulks will teach you how to:  

  • How to assess where your practice is in its lifecycle 
  • How to determine what your business needs in its current stage 
  • Proven techniques from other financial professionals who experienced business growth

CFP®, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.

Sponsored by




Kirk Hulett

Executive Vice President of Business Coaching & Consulting

Advisor Group, Inc.


Todd Fulks

Senior Vice President, Succession and Acquisition

Advisor Group, Inc.


Kristina Hoover

Business Consultant

Advisor Group


Brandon Dixon-James, CFP®

Financial Planner

Resilient Wealth Management


Jonathan W. Webb, CFP®


BACH Investments Plus, LLC


Megan Takagi, CFP®

Director of Business Development

Takagi & Takagi



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