SCROLL
SPEAKING
ENGAGEMENTS.
Keynotes, Workshops and Breakouts to Challenge “Business as Usual”
Each speaking engagement—whether a keynote, workshop, or program—is designed to spark fresh ideas and challenge what’s “always been done.” Together, we explore targeted insights, tested tools, and practical strategies that work in the real world, not just in theory.
Our goal is to remove roadblocks, spark momentum, and future-proof our business, our team, and the relationships we serve. These are just a few of the topics we can explore together.
SPEAKING.
ESC Strategy offers a range of speaking and facilitation formats— from energizing main stage keynotes that inspire vision and adaptability, to interactive breakouts that equip participants with practical tools, to small-group sessions that provide personalized coaching and collaborative problem-solving.
Each experience blends storytelling, strategy, and engagement, giving leaders and teams actionable insights they can apply immediately to grow, adapt, and thrive.
Build Your Business
Like a CEO.
Too many advisors start strong but lack the structure or get too overwhelmed to sustain growth. Designed for New Advisors, this program shifts the focus from “working in the business” to leading it like a CEO. They will build the confidence to take bold, strategic action.
A Strong Foundation for Long-Term Success
Areas of Focus:
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Clarify Your Vision: Craft an agile business plan that guides daily decisions and adapts as your practice grows.
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Prioritize What Matters: Focus on high-value activities and escape the busywork trap.
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Prospect with Impact: Build confidence, adaptability, and resilience in business development.
Delivery:
Breakouts, virtual workshops, or small-group coaching
Future-Proof
Your Practice.
Most growth happens by default, we believe in growing by design. This program is designed for Advisors and Teams that are ready to scale with purpose. Together, we’ll create a business model, an empowered team, and a growth strategy that stands the test of time.
Planning for Growth with Intentional Design
Areas of Focus:
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Assessing your practice with the Complete Practice Advisor Growth Spectrum
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Strengthening team & technology systems to free up capacity for high-value work
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Delivering “whole-life value” to clients and becoming irreplaceable
Delivery:
Team sessions, leadership retreats, or interactive virtual programs
Leading with
Curiosity.
Today’s leadership requires adaptability, clarity, and the ability to turn challenges into opportunities. We help Leaders, Teams & Organizations build stronger decision-making, more resilient teams, and the confidence to lead through uncertainty.
Adaptive Leadership in a Changing World
Areas of Focus:
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Applying the Leadership Equation for structure, trust, and clarity
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Building strategic thinking capacity with tools like Spark Days and the Opportunity Filter
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Shifting from “controller” to “catalyst” in leadership style
Delivery:
Leadership retreats, team off-sites, or interactive virtual workshops
Succession
by Design.
Succession planning isn’t just for the future—it’s a strategic level for strengthening your business right now. Waiting until you “have more time” can create missed opportunities, lower business value, and increased stress for you and your team.
Build The Complete Practice Ready for the Next Chapter
Areas of Focus:
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Reframe succession as a driver of growth rather than an endpoint.
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Identify key priorities and address risks that could jeopardize long-term success.
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Prepare your clients and team for a confident, well-managed transition.
Delivery:
Team workshops, leadership retreats, or firm-wide initiatives
*These are just a few examples of the topics we can bring to life. Let’s work together to design a program tailored to your audience, goals, and unique needs.