“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 …
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 …
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 …
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 …
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 …
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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