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    Impact Stories
    Impact Stories

    The Leaders Who Got Clear, Got Focused & Got Results

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    From Solo Producer to Building A Multi-Generational Firm

    Scott Sparks, President & CEO at Sparks Financial, grew a 7-person practice into an 8-partner, 37-person multi-generational firm over 14 years with ClientWise.
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    $300M to $30B: How a Lone Ranger Became a Strategic Leader

    Kay Lynn Mayhue, CFP®, AEP®, RFC® — President & Partner at Merit — on trading the advisor's chair for the CEO's desk.
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