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Business Management
Excell 2024: Get to Know Mainstage Speaker Harris III
Excell 2024 is the event to inspire you to create. Our speakers – both Carson and industry leaders – will bring big, creative and inspirational ideas to the stage …
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Business Management
Aligning Trajectory and Long-Term Vision: A Stepwise Approach to Transition from Advisor to CEO
Most of us have heard the expression “Working on the business as opposed to in the business.” This reflects the idea that effective business leaders regularly carve out time …
Business Management
Robyn Crane, CFP®: An Unconventional Path to Financial Coaching
The journey from artist to financial advisor may seem like an unconventional path. However, it’s often these unique life trajectories that bring fresh perspectives to the world of financial …
Business Management
Terrance Martin, Ph.D., MBA: Financial Education Research & Diversity
How has Dr. Terrence Martin’s experience in financial planning influenced his research in financial education? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, …
Business Management
Miranda Reiter, Ph.D., CFP®: Diversity and Inclusion in Financial Planning
Introducing former financial planner and banker of several Fortune 500 firms, current Assistant Professor of Personal Financial Planning at Texas Tech University, and author, Miranda Reiter, Ph.D., CFP®. In …
Business Management
Kenneth W. Gronbach: The Dynamics of Change in Demography and Migration
Understanding the dynamics of demographics, migration patterns, and their impact is now more crucial than ever. These factors play a tremendous role in shaping our industry, market trends, and …
Business Management
Fill Your Own Cup: Use Personal Development to Be a Better Professional
We all need our cup filled, and that takes continual attention to and investing in ourselves the way we invest in others. My colleague J.J. Peller, author of Attract …
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