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.

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.

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.

How to build a profitable practice

June 07, 2018 | Runtime: 3:35

Developing a great practice is difficult. Creating a practice worthy of being Practice of the Year is even tough. Dave Purdy of Wealth Management Midwest explains the secret to his firm's success.

How to achieve true work-life balance

June 07, 2018 | Runtime: 4:43

How can financial advisers really balance their business and their lives? Faron Daugs of Harrison Wallace Financial Group says there's no magic bullet to work-life balance, but explains how he has time for everything.

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.

Orion's Clarke, TD's Healy: Intel from the C-Suite

June 07, 2018 | Runtime: 6:32

What are the biggest trends impacting the industry right now? Matt Ackermann sits down with Orion's Eric Clarke and TD Ameritrade's Kate Healy to find out.

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.

 
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