26GC-15A: From Solo Advisor to Scalable Enterprise: Model for 10x Growth

Learn how visionary advisors can transform their one-person practice into a high-performing, values-driven enterprise. Lai shares her framework, blending faith-based leadership, AI-enabled systems and scalable team architecture. Learn how to attract talent, delegate effectively and build recurring AUA. - Joanne Jiahui Lai, CFP, BS