How do you take those dreams and goals break them down into daily actions? As a financial advisor or member of an advisor’s team, you have a lot of plates spinning. Keeping your waypoints, actions, goals and vision connected can feel impossible sometimes. Optimizing and growing your Implementation Quotient will help you bring these dreams into reality.
Recent Posts
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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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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 …
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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 …
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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 …