The CEO Mindset with Dawn Wolfgram
Thu, Aug 20
|Grand Street Cafe
Join us for lunch! The 4 truths to build a successful financial planning practice.
Time & Location
Aug 20, 2026, 12:00 PM – 1:30 PM
Grand Street Cafe, 4740 Grand Ave, Kansas City, MO 64112, USA
About the event
In this practical, high-energy workshop, Dawn Wolfgram draws on more than 30 years in financial services to help advisors shift from a practitioner mindset to a CEO mindset.
Through four fundamental leadership truths—Your Time, Your Leadership, Your Business, and Your Clients, participants will examine what drives growth, what quietly limits it, and where they need to lead with greater intention. Advisors will learn how to protect their most valuable time, develop as leaders, understand the data and patterns within their business, and create a client experience that builds lasting loyalty and generates referrals.
Dawn has spent her whole career in Financial Services, and has guided thousands of advisors in building highly successful and fulfilling careers.
Ticket Price includes lunch.