The Coffee Collective -growth Grind

Practical workshop where brokers learn cross-sell strategies and revenue tactics from a growth lead who knows the finance space.

Leah Renwick, who leads growth at Finovate, walks through the cross-sell playbook she's refined across fintech and brokerage businesses, then works through your specific bottlenecks in small groups. You'll leave with tactical frameworks for identifying which clients are ready to upgrade, how to sequence offers without overwhelming them, and which revenue levers actually move the needle for brokers your size. The format mixes short teaching segments with hands-on problem-solving, so you're applying strategies to your own pipeline rather than just taking notes.