Navigating the M&A Landscape
Choosing to merge with or acquire another firm isn’t an easy decision, and actually going through with the process can be even more difficult. Doing so can bring massive change…
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Excell Roundtable | Minneapolis
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…
Global Horizons Review
Join us for a Thorough Thursday review of the Global Horizons strategy with the portfolio manager, Rob Furlong. Dial-in: 213-992-5901 Access Code: 1023758
Building a Top-of-the-Line Tech Stack
As an advisor, it’s crucial that you deliver the best client experience that you can. And one of the key components in doing that is an accessible, user-friendly technology stack.…
Excell Focus | Retirement Planning San Francisco
Boosting Your Planning Prowess As a financial advisor, your focus should always be on helping your clients find their path to true wealth through proper retirement planning. But often your…
Excell Roundtable | Minneapolis
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…
Free
Global Horizons Review
Join us for a Thorough Thursday review of the Global Horizons strategy with the portfolio manager, Rob Furlong. Dial-in: 213-992-5901 Access Code: 1023758
Join Us for Lunch with Ron Carson in Kansas City
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded…
Join Us for Happy Hour with Ron Carson in Dallas
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded…
Join Us for Lunch with Ron Carson in Houston
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded…
Excell Roundtable | San Diego
Let’s talk business growth … with advisors who’ve been there. Knowing what works and what doesn’t for your firm can be as simple as asking an advisor who has been…
Excell Roundtable | Louisville
Let’s talk business growth … with advisors who’ve been there. Knowing what works and what doesn’t for your firm can be as simple as asking an advisor who has been…