Excell 2023 Takeaways for Advisors
Excell 2023 Takeaways for Advisors
We’ve collected some of the highlights from Excell to help advisors turn it up and start preparing to face the future of financial services.
What does it take to be a rock star these days in the world of financial services?
Increasingly, it’s harder than ever to make it as a solo act. You need a team behind you to achieve harmony reach your full potential.
That was one of the main themes at Excell 2023 in Nashville – in an ever-changing world that requires advisors to be more nimble and more adaptable than ever, no one should try to go solo.
Our mainstage speakers and breakout sessions also touched on the impact of the AI revolution, how advisors can play to a new audience, escaping the experience trap, cracking the convenience paradox and much more.
What does it take to be a rock star these days in the world of financial services?
Increasingly, it’s harder than ever to make it as a solo act. You need a team behind you to achieve harmony reach your full potential.
That was one of the main themes at Excell 2023 in Nashville – in an ever-changing world that requires advisors to be more nimble and more adaptable than ever, no one should try to go solo.
Our mainstage speakers and breakout sessions also touched on the impact of the AI revolution, how advisors can play to a new audience, escaping the experience trap, cracking the convenience paradox and much more.
Playing to a New Audience
How Changing Client Demographics Are Shaping the Future of Advice
Rapid advances in technology like AI aren’t the only changes advisors will be facing in the near future – our audience is about to look a whole lot different. And these changing demographics mean new challenges for advisors, but also new opportunities.
Facing the Future
How Advisors Can Excell in an Ever-Shifting Landscape
There’s no telling exactly what the world or our industry will look like five, 10 or 15 years from now, but the advisors who survive and thrive will be those who can suss out which changes are permanent, ignore the noise and nimbly adapt to the shifting landscape.
The Convenience Paradox
Balancing Our Present-Day Needs with the Future We Seek
In a world with more convenience than ever, advisors have to be able to change how they communicate with clients to dig into what they really want to be doing with their money and their lives.
Trends for Growth Minded Advisors:
Changing Your Tune in a Rapidly Changing World
Increasingly, it’s harder than ever to make it in financial services as a solo act. You need a team behind you to achieve harmony reach your full potential.
That was one of the main themes at Excell 2023 in Nashville – in an ever-changing world that requires advisors to be more nimble and more adaptable than ever, no one should try to go solo.
Our guidebook “Changing Your Tune in a Rapidly Changing World” covers that topic and other challenges advisors will need to confront in the future.
Tired of Being a Solo Act?
There’s a lot advisors need to be prepared for, from changing demographics to emerging technology. And facing it all is easier with the right backing band.
Carson could be the partner you need to take your act to the next level. If you’re ready to run more efficiently, grow faster and love your business more, let’s talk.