Welcome to the New Bull Market

Posted on June 6, 2023
“If you torture numbers enough, they will tell you anything.”   -Yogi Berra, Yankee great and Hall of Fame catcher Don’t shoot the messenger, but historically,  it is widely considered …
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Business Management

Get Ready for the Sights and Sounds of Excell 2023

By: Erin Cox
After three days of insights and networking at Excell 2023, you should head home feeling motivated, inspired, challenged and ready to make an impact. But the Excell experience is …
Business Management

Take in the Music City During Your Excell Visit

By: Erin Cox
Excell has a new home in 2023, and with it comes the opportunity to explore a new city. Excell falls in the middle of the week – Tuesday to …
Business Management

Building Fruitful Career Growth Paths for Firm Leaders and Next-Gen Employees

By: Tammy Breitenbach
The process for creating relevant, workable career growth paths that bear fruit and create an engaged, experienced culture of next-generation leaders need not be a daunting task to owners …
Business Management

The 5 Types of Financial Advisors Who Should Attend Excell 2023

By: Erin Cox
Whether you’re looking to take the next step in your career, run your business more efficiently or learn more about how Carson can help you grow your firm, Excell …
Business Management

5 Ways Social Media Can Help Financial Advisors Grow Their Business

By: J.J. Peller
Social media provides the perfect platform to help financial advisors connect with current and prospective clients. With a powerful social presence, you can engage with clients in meaningful ways …
Business Management

Things to Consider When Finetuning Your Processes

By: Jessica Harrington
I coach an advisor who wanted to start doing monthly surge meetings. He was thinking of grouping an intense workload of client meetings for two weeks, followed by a …
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