Conversations That Close – LIVE with Stefan Greenberg and Zachary Kriftcher
July 14 @ 1:00 pm - 1:30 pm
What does it take to build a high-performing practice and then help others do the same?
In this Conversations That Close session, we’ll hear from Stefan Greenberg, Managing Partner at Lenox Advisors, and Zachary Kriftcher, Partner at Lenox Advisors, as they share two perspectives on growth from one of the industry’s most successful firms.
Stefan will discuss his evolution from advisor to leader, the lessons he’s learned working with elite producers, and how he helps top advisors continue to grow after they’ve already achieved significant success. Zach will share how he has built a high-volume practice, bringing in more than 300 new clients annually, and the philosophy, client acquisition strategies, and conversations that fuel that growth.
Together, they’ll explore the relationship between leadership and production, how mentorship accelerates success, and the habits, mindsets, and conversations that drive results at every stage of a career.
Whether you’re looking to scale your practice, develop future leaders, or refine your approach to growth, you’ll leave with practical insights from two professionals succeeding at different levels of the same high-performing organization.
Speakers:
Stefan Greenberg | Managing Partner at Lenox Advisors
Zachary Kriftcher | Partner at Lenox Advisors
