Your Roadmap to Greater Business Success – Presented by Nancy D. Butler, CFP®, CDFA®, CLTC®, CSA®
May 8, 2026 @ 11:30 am - 1:00 pm
Nancy built a business from scratch as a single parent, with no other source of income, growing it from $2,000 to $200 million in assets under management. After selling the business, she began coaching companies across multiple industries, helping them dramatically improve client service and increase profitability by more than 200%.
With over 40 years of experience, Nancy is an international speaker, award-winning author, and seasoned entrepreneur. She has been a Delegate to the United Nations Commission on the Status of Women since 2018 and has been featured in national media outlets, including Money magazine, USA Today, Forbes, U.S. News & World Report, AARP, The Chicago Tribune, and more.
This session is designed for business owners at all stages who are eager to enhance their operations and achieve their business goals.
Nancy will share proven tips for running your business more efficiently, to better ensure that every aspect of your operation contributes to your bottom line. Discover how to set your business apart from the competition by developing a unique value proposition and leveraging your strengths. Learn effective marketing techniques to help you connect with your ideal customers and build a loyal client base.
You’ll also discover how to build a business plan that actually drives results—one that adapts as your business grows rather than sitting on a shelf.
Walk away with clear, actionable steps to move your business forward—starting immediately.
Signed copies of Nancy’s award-winning books will be available.
