Too Many Prospects: How Defining Wealth Became One of the Fastest-Growing Firms in the Southeast

Just four years ago, the team at Defining Wealth had a little under $3,000 in planning fees. For 2026, they’re projected to surpass $1M. In fact, their services are in such high demand that they have a waitlist for prospects. So how’d they do it? Like most things, the answer has multiple layers. There’s not one secret method that led to their success. But during this free webinar, Jacob Gardner and ‪@KyleKuyat‬ will share two parts of their method that made Defining Wealth one of the fastest-growing firms in the U.S.: 1. Healthcare planning that goes beyond national estimates 2. The importance of thoughtful, strategic marketing Jacob and Kyle will also be joined by Cole Craven, Head of Growth at Move Health, to dive deeper into the healthcare planning component of their tech stack. 🗺️ Defining Wealth's Advisor GPS: https://theadvisorgps.com/ 🏥 Learn More About Move Health: https://tinyurl.com/2eww7hx3 📞 Book A Demo With Move Health: https://movehealth.cal.com/cole/move-...