WILLIAM WRIGHT, CFP®, CKA®

Advisor Development Consultant

As the creator of The Advisors Advantage™, William Wright is dedicated to supporting financial advisors, registered investment advisors, and insurance professionals.

He is a thought leader in the financial services industry and a sought-after speaker for events and conferences. William has a vast understanding of the core fundamentals that accelerate growth in a financial advisor’s business, including the essence of perspective and the required elements of planning, performing, and positioning. Many leading financial professionals have partnered with William for motivation and wisdom on how to revitalize their businesses, retool their processes, and refocus their energy to create higher-performing and more purposeful businesses. William has been touted as an “astute and gracious collaborator” as his primary focus, and the measurement of his own success is based on the achievements of others.

William began his career in the financial services industry over four decades ago as a life insurance agent in 1981, receiving his securities licenses in 1983 and Certified Financial Planner® designation in 1987. Over the years he’s played an integral role in helping financial professionals develop and grow their businesses.