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 …
In my role with the Client Experience Optimizer (CEO) team here, I spend every day focused on technology, productivity and efficiency. Most of us spend 8 (or more) hours …
Growing up as the youngest of eight kids in a military family, I knew how to follow orders…from everybody. Orders came from my parents, my five older sisters, my two …
When the pain of staying with your current broker dealer far exceeds the pain of leaving, you know making a change is essential. However, how prepared you are for …
Are you creating customized investment solutions or personalized investment solutions? Do you know the difference? PERSONALIZE: to design or tailor to meet an individual’s specifications, needs, or preferences CUSTOMIZE: …
“If you don’t set priorities for yourself, life will live you, not the other way around.” No one put this better than Steve Jobs in his commencement speech at …
The more time I spend in the real world of finance, the more I question the rationale of textbook theories. Recently, I have found myself realizing the inherent conflicts …