Excell Fall 2017
October 17, 2017 | Runtime: 4:02
To help advisers sift through the noise and execute a marketing plan that will deliver the most ROI, three executives from Carson Group sit down with Shannon Rosic to deliver some strategies you can implement today.
October 17, 2017 | Runtime: 3:45
What are top advisers doing to stand out? Scott Conroy of Carson Group offers some strategies for success.
October 17, 2017 | Runtime: 6:24
Redesigning and reshaping your practice is a tough pill to swallow for advisers. But what got you here won't get you there, says John Kozuch, a Chicago financial adviser.
October 17, 2017 | Runtime: 4:04
Financial adviser Ryan Furstenau has turned his passion for Dodge Vipers into new clients. Learn about his event and how it has helped him prospect in a small community.
October 16, 2017 | Runtime: 3:34
Advisers: it is time to take a long view of your practice. Check out some tips and strategies on how to do it (and why) with Tom Stefaniak of Pinnacle Wealth Management.
October 16, 2017 | Runtime: 4:11
Finding (and retaining) wealthy families to manage their wealth can be challenging. Carson Group's Paul West explains the secret to family success - and how can you keep them as clients for generations.
October 16, 2017 | Runtime: 6:06
Lazy, entitled, the trophy generation: These are stereotypes most often associated with millennials. But why are these myths and not realities. Carson Group's Aaron Schaben explains.
October 16, 2017 | Runtime: 3:07
Financial advisers are good at a lot of things, but business planning isn't always one of them. Why is that and how can they improve? Teri Shepherd of Carson Group offers some solutions.
October 16, 2017 | Runtime: 6:05
If there are three overriding themes for advisers right now its succession planning, acquisition and hiring millennials. Financial adviser James Loftin discusses how his firm is tackling all three.
October 16, 2017 | Runtime: 5:45
Communicating with prospects can be difficult. What are some creative ways that you can enhance your messaging? Bob Huntley of Wise Counsel Wealth Management offers some ideas.