Join us for an Excell Roundtable in Minneapolis

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.

There is no cost to register, and we’ll provide the food and drinks. Moderating the discussion will be Greg Opitz, Executive Business Coach at Carson Coaching since 2006, who has been helping advisors build their business over a decade and building Carson alongside Randy Harrison Vice President of Business Development.

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