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Although you may not have the top position in the company, you have a strong contribution to make to its vision, strategy, and culture. How do you develop the credibility and trust to influence other leaders? This session is designed for younger advisors, but anyone who wants to grow in influence will benefit.
About the Speakers
Travis Penfield
49 FinancialTravis Penfield is the Founder and CEO of 49 Financial. Travis graduated Magna Cum Laude from Texas A&M University in 2011 with a degree in Finance from Mays Business School. In October of 2019, Travis left his career as an executive vice president at a financial planning firm and started his own independent financial planning firm, 49 Financial. 49 Financial is headquartered in Austin, Texas with offices in Dallas, Houston, Atlanta, Northwest Arkansas, Charlotte, Los Angeles, and Jacksonville.
Mike Sharrow
C12 Business ForumsMike Sharrow serves as President & CEO of C12 Business Forums, the global leader in CEO/Owner peer advisory groups for Christians serving more than 3,500 Members across the US, SE Asia and Brazil. Mike leads an HQ team in San Antonio, Texas supporting more than 170 full-time C12 Chairs. Mike joined C12 initially as a Member himself in 2010 and a local C12 Chair from 2011-2015 after previous roles in Fortune 50, financial services, management consulting, and non-profit/church contexts.
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