Topic: Three Conversations Every Trusted Advisor Should Be Having with a Growing Business Owner (That No One Else Is Having)

Speaker: Kristy Wojnicki, Founder, The WOJ Group
 

Presentation:

Most trusted advisors are world-class at the layers they're trained for: legal, tax, financial reporting, and the transactions that flow through them. Underneath all of those sits a fifth layer that drives the outcomes the others measure - the people and systems of the business. When growth accelerates, that's when companies start losing momentum, customers, and key people: through unclear ownership, misaligned and inconsistent customer experience, and metrics that miss what matters.

In this session, Kristy Wojnicki shares three diagnostic conversations every advisor should be having with their growing business-owner clients. Each one takes 90 seconds to ask, requires no new framework to deploy, and surfaces the kind of risk that rarely shows up on financials until it's expensive. Attendees will leave with three questions they can take into their next client meeting this week - and a sharper lens for the conversations no one else on the advisor team is having.

Speaker's bio:

Kristy Wojnicki is the founder of The WOJ Group, a consulting practice that helps growing companies align HR, Customer Success, and Operations so they can scale without losing the people or the momentum that got them there. Built on the principle of Human First. Business Forward., WOJ doesn't just advise - they partner with leadership teams through a focused organizational assessment, a data-backed roadmap, and hands-on implementation that holds long after the engagement ends.

Before founding WOJ, Kristy spent more than a decade in senior leadership - including highly strategic roles at LinkedIn - across talent, operations, and customer success in high-growth businesses, professional services, and manufacturing. A strategist with a strong people-and-culture lens, she works with founders and leadership teams who are ready to stop firefighting and start leading with intention. Originally from Chicago, she is now based in Flagstaff, Arizona.