Advancing Knowledge in Financial Planning
The Carson Excell conference is a blend of sessions about how to scale an advisory firm beyond the founder/owner (the transition from practice to business), along with content on marketing and growth strategies to get to that next level, as well as inspirational keynote sessions to fire up attendees to go home and try it all out.
This browser is no longer supported by Microsoft and may have performance, security, or missing functionality issues. For the best experience using Kitces.com we recommend using one of the following browsers.