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A Solid Foundation: Improving Your Personal Development Quotient for Better Business Outcomes
Our Carson Partners recently participated in the Fundamental 50 Challenge led by a combination of our Carson Coaches and Carson Partners Consulting team. Essentially, the challenge is designed to help advisors focus on improving those foundational business activities that lead to growth – things such as passion prospecting, asking for referrals, calling up prospects who …
Take Advantage of Early-Bird Pricing for Excell 2024
Excell is more than just a typical financial advisor conference – it’s a transformative advisor growth journey designed to help growth-focused advisors transcend the ordinary and build the firms of the future. And registration for Excell 2024 is now open! Taking place September 9-11 at the Orlando World Center Marriott in Orlando, Florida, Excell will …
Jessica Flynn: Attracting & Retaining Next-Gen Talent
What powers the future of financial advisory? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jessica Flynn, Director of Account Strategy at Intention.ly, about how to better engage the next generation of stakeholders and clients. They navigate through the evolving landscape of financial services, expanding on Jessica’s journey from a …