You love your firm and want to see it grow, but doing so doesn’t just happen overnight.
In our Blueprinting Guide, you’ll learn how to unlock your potential growth. Discover what you value most and keep these principles front and center in your life and in your business.
Recent Posts
Blog
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 …
Blog
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 …
Blog
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 …
Blog
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 …