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Business Management
Greg Opitz: EQ in Financial Planning
How do some financial advisors seem to effortlessly connect and succeed with their clients? This week we’re discussing the framework of Emotional Intelligence (EQ) and how it can significantly …
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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 …
Business Management
Dr. Ana María López Caldwell: Empower Your Career with Authenticity
Embracing authenticity can transform your professional journey. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Dr. Ana María López Caldwell, Inclusive Leadership Consultant and …
Business Management
A Solid Foundation: Improving Your Personal Development Quotient for Better Business Outcomes
Our Carson Partners recently participated in the Fundamental 50 Challenge led by a combination of our Carson Coaches and Carson Partners Consulting team. Essentially, the challenge is designed to …
Business Management
Take Advantage of Early-Bird Pricing for Excell 2024
Excell is more than just a typical financial advisor conference – it’s a transformative advisor growth journey designed to help growth-focused advisors transcend the ordinary and build the firms …
Business Management
Jessica Flynn: Attracting & Retaining Next-Gen Talent
What powers the future of financial advisory? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jessica Flynn, Director of Account Strategy at Intention.ly, about …
Business Management
The Why, What and How of Attracting and Retaining Gen Z Stakeholders
Sometimes mindlessly scrolling TikTok isn’t a total waste of time. It might actually give you some insight into how the different generations work. One TikTok I recently watched depicts …
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