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A Virtual Summit for Executives & Business Leaders

to obtain clarity, confidence, and control in 2021

Dec 10, 2020 9:00-11:00am MT

LEAD, GROW, & OPTIMIZE is an online event featuring a series of content-rich presentations Prism Financial Concepts, leading business strategists and experts and featuring the PFC Journey Mapping Process, designed to:

  • ASSESS the operational maturity of your business and its readiness to scale
  • Develop a data-driven STRATEGY to help solve problems
  • EXECUTE on the plan through the use of a visual interface and structured process

Additionally, you’ll be able to pick three other sessions to attend based on your key objectives and goals.

Below is a sample of the sessions available:


View The Speaker Roster

Our Events

At Prism Financial Concepts, we believe education is the cornerstone of building a successful investment philosophy and supporting our clients' goals.