Where advisers are focusing their attention this year
Silhouette of businessman against black wall with key hole
Carson Group's survey of its advisers shows they're concentrating on technology, talent and marketing
It's amazing how much I learn from fellow advisers, even after being in this profession for more than 35 years. As 1,300 advisers, team members and industry executives descended on the Excell 2019 conference in Chicago last month, the energy in the air from that collective wisdom was palpable.
You'
Learn more about reprints and licensing for this article.
