Carson Group Excell 2018

What's the top issue on advisers minds?

June 21, 2018 | Runtime: 2:03

Laura Pierson from Carson Group discusses how the old topic of 'Human Capital' is hot again because of millennials.

Melanie Housden: My nightmare exit from Edward Jones

June 12, 2018 | Runtime: 4:23

Leaving one firm and heading to another can be a delicate, and sometimes harrowing, situation. When Melanie Housden left Edward Jones it turned litigious and got worse from there. Check out her story.

Riskalyze's Klein: What's next for financial advice?

June 07, 2018 | Runtime: 4:36

Where is this industry heading? Aaron Klein of Riskalyze says that risk management is critical for clients and advisers.

How to know when to grow

June 07, 2018 | Runtime: 3:53

Growth is difficult. Timing it is even more difficult. How can advisers know when to grow?

What it takes to be top woman adviser

June 07, 2018 | Runtime: 4:29

Women have hurdles, but some significant advantages as financial advisers. Teresa Milner of Carson Group explains.

How has the industry evolved in the past 30 years?

June 07, 2018 | Runtime: 3:52

Over the past three decades, financial advice has grown from a cottage industry to a profession. What can advisers learn from the evolution?

Building a multi-generational practice

June 07, 2018 | Runtime: 3:15

Developing a family practice can be difficult, especially when you are bringing aboard your son. Russ and Grant Nieland of Carson Group offer some insights from the trenches.

What are the biggest factors impairing adviser growth?

June 07, 2018 | Runtime: 4:54

The opportunity for growth is amazing, according to Mark Hurley of Fiduciary Network, but first you have hurdles to overcome.

What clients expect from your technology

June 07, 2018 | Runtime: 4:08

We talk so much about how technology can make life easier for your business, but what about your clients? Jeremy Willner of MAG Wealth Management offers some ideas.

Developing an M&A strategy to help your business soar

June 07, 2018 | Runtime: 4:25

When advisers start thinking about making an acquisition where should they begin? Are we in a buyer or seller's market. Jason Carver of Carson Group offers some answers.

Videos 1-10 of 17

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