William Wright, CFP®, CKA®
Creator of The ICP Identifier™
Advisor Development Consultant
William partners with successful, independent financial advisors to help them gain clarity, sharpen their positioning, and implement the systems needed for intentional growth. His dual-track approach integrates advanced client planning with strategic business growth, enabling advisors to increase their revenue while maintaining their desired lifestyle.
According to the 2023 FPA + Janus Henderson ‘Six Keys to Growth’ study, firms that define and actively engage their ideal clients are among the fastest-growing. The ICP Identifier™ helps you do just that -pinpoint the clients who fuel your growth and create a clear, actionable plan to connect, convert, and scale.