Morris Misel Case Studies

Hope Brookins Hope Brookins

Beacon Wealth, Case Study

Morris was invited to close Beacon Wealth’s annual Key Partners Conference with a keynote built to shift the room’s mindset from static planning to dynamic futures. Speaking after presentations on economic outlook and leadership strategy, Morris delivered “Futurevation – Here Comes Your Future, Ready or Not,” guiding financial planners through the emotional, behavioural, and technological signals.

Read More