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Business Management
Mixing Business and Pleasure: How Passion Prospecting Can Help Boost Your Growth Efforts
When it comes to prospecting for new clients, many financial advisors are drawn to the flashiest new ideas to help them grow their business, whether that’s sending personalized video …
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Business Management
Keena Pettijohn: Age Tech Meets FinTech For Longevity Planning
Are you prepared to bridge the gap between wealth management and longevity planning? Learn how Kena Pettijohn is paving the way to plan for a financially stable future for …
Business Management
Excell 2024: Meet the Sponsors for This Year’s Event
Excell 2024 is the premier practice management conference for growth-focused Carson Partners and Coaching members. No matter your role at your firm or what stage you’re at in your …
Business Management
ReFrame | Dr. Patricia Villarreal
Join Ana Trujillo Limon as she interviews Dr. Patricia Villarreal, chief clinical officer for Expressive Wealth, about the Queen Bee Syndrome and how we can go on journeys of …
Business Management
‘A Problem that Calls Out to Be Solved’: Why We Should Focus on Eliminating Barriers for Women in Wealth Management
Back in the days when Carson’s Dr. Julie Ragatz, VP, Advisor Growth Strategy, was working alongside Kristi Rodriguez at Nationwide, she did research on the perceptions students at HBCUs …
Business Management
Megan Belt: Public Relations and Communications Tips for Speaking With Opinionated Clients
On a first date, it’s a good idea to avoid talking about money, religion, and politics. While avoiding money talk with a client is an impossibility, it’s still a …
Business Management
Excell 2024: Get to Know Mainstage Speaker Wendy De La Rosa
Excell 2024 is the premier practice management conference for growth-focused Carson Partners and Coaching members. Our speakers – both Carson and industry leaders – will bring big, creative and …
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