If you aren’t providing value beyond a doubt and an experience that wows your clients, they will simply leave. Read about how advisor Debbie Taylor of Taylor Financial Group improved her client experience while also positioning her firm for growth, efficiency and greater profitability.
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 …