Knowing what works and what doesn’t for your firm can be as simple as asking an advisor who has been there and done that. That’s why the Excell community exists – for advisors to get together, talk through what’s happening in their firms, and grow based on proven practices.

Join us for an Excell Roundtable on August 2 in Minneapolis. We’re bringing together 12 firm owners in your city to talk through what’s working at your firms, what isn’t, and what the future of our profession looks like in the Minneapolis community.

This isn’t a presentation. Rather, it’s an open discussion about our industry and what we are seeing as we balance being business owners and striving to provide value for our clients.

Get ready to share your story and go over:

• Your vision for the future of your firm
• How you’re providing value beyond a doubt to your clients
• Where you see the industry headed and what you’re doing to stay ahead of the game
• How you plan to grow your firm and avoid the plateau that plagues many advisors

Learn More