Save the Date for Advanced Markets/LAMP 2027

In this talk, Kristi shares the blueprint she has earned the hard way: how to attract the mentorship that moves the needle, develop the technical mastery that sets you apart, and build relationships that lead to the cases that define a career. We all will walk away with a clear plan and the confidence to execute it — straight from someone who has lived every step of it.  This is yet another rare look inside the secret sauce — straight from someone who added every ingredient.

What makes it even more remarkable is how early in his career he’s done it. In this talk, he will share exactly how he did it. You’ll see how estate tax exposure evolves as wealth builds, what each phase looks like in practice, and where premium financing enters as a logical next step. Real client pathways, honest insight into where advisors typically lose the thread, and a clear framework for identifying exactly where your clients sit on the roadmap today — and what moves them forward. This is a rare look inside the secret sauce, straight from someone who’s built the recipe case by case — and is just getting started.