Excell Fall 2017

Adviser marketing: 3 strategies for success

October 17, 2017 | Runtime: 4:02

To help advisers sift through the noise and execute a marketing plan that will deliver the most ROI, three executives from Carson Group sit down with Shannon Rosic to deliver some strategies you can implement today.

Why are most advisers stuck in the trenches?

October 17, 2017 | Runtime: 3:45

What are top advisers doing to stand out? Scott Conroy of Carson Group offers some strategies for success.

How to redesign, rebrand and recast your practice

October 17, 2017 | Runtime: 6:24

Redesigning and reshaping your practice is a tough pill to swallow for advisers. But what got you here won't get you there, says John Kozuch, a Chicago financial adviser.

Creating client events with a 'wow'

October 17, 2017 | Runtime: 4:04

Financial adviser Ryan Furstenau has turned his passion for Dodge Vipers into new clients. Learn about his event and how it has helped him prospect in a small community.

Building a practice for tomorrow's tomorrow

October 16, 2017 | Runtime: 3:34

Advisers: it is time to take a long view of your practice. Check out some tips and strategies on how to do it (and why) with Tom Stefaniak of Pinnacle Wealth Management.

Carson Group's West: Family feud financial dynamics

October 16, 2017 | Runtime: 4:11

Finding (and retaining) wealthy families to manage their wealth can be challenging. Carson Group's Paul West explains the secret to family success - and how can you keep them as clients for generations.

Carson Group's Schaben: Making sense of millennials

October 16, 2017 | Runtime: 6:06

Lazy, entitled, the trophy generation: These are stereotypes most often associated with millennials. But why are these myths and not realities. Carson Group's Aaron Schaben explains.

How to build a better business plan

October 16, 2017 | Runtime: 3:07

Financial advisers are good at a lot of things, but business planning isn't always one of them. Why is that and how can they improve? Teri Shepherd of Carson Group offers some solutions.

3 themes shaping your business now

October 16, 2017 | Runtime: 6:05

If there are three overriding themes for advisers right now its succession planning, acquisition and hiring millennials. Financial adviser James Loftin discusses how his firm is tackling all three.

Get creative: How to boost your message to prospects

October 16, 2017 | Runtime: 5:45

Communicating with prospects can be difficult. What are some creative ways that you can enhance your messaging? Bob Huntley of Wise Counsel Wealth Management offers some ideas.

 
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