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Key Takeaways from Excell 2023 

Changing Your Tune in a Rapidly Changing World

 

What does it take to be a rock star these days in the world of financial services? 

 

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Increasingly, it’s harder than ever to make it as a solo act. You need a team behind you to achieve harmony and 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 “Trends for Growth Minded Advisors: Changing Your Tune in a Rapidly Changing World” covers that topic and other challenges advisors will need to confront in the future. 

PS_Excell_2023-10

Taking on Tech

New technology – especially AI – is rolling out faster than ever before.

Playing to a New Audience

Our client base is rapidly changing, and we need to be prepared to meet its needs.

More than an Advisor

Being just an advisor isn’t enough now – you need to be a financial strategist.

We’re already seeing the impact of AI begin on financial services – 54% of Americans have asked ChatGPT for financial advice.
Side view of mature man reading ebook at tablet pc while sitting on sofa at home

 

 

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© 2025 CWM, LLC

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The information included herein is for informational purposes and is intended for use by advisors only, and should not be copied, reproduced, or redistributed without consent of CWM, LLC. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.

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