
In the Suite
In the Suite is a podcast that shares amazing stories of women in business in the financial services and wealth management industry. The podcast features interviews with inspiring, top women leaders in business and some of the biggest names in the wealth management industry. In the Suite is where you’ll discover their best secrets and top strategies to grow a great business, build a strong brand, and lead teams in the 21st century. In the Suite podcast is hosted by Tina Powell, TEDx Speaker, former NYU Professor, Marketing Consultant and Partner, Chief of Community at Intention.ly
In the Suite
58. Top 12 Takeaways from Carson Group’s #Excell2021: “Get Your Mind Right for Marketing”
Today’s episode of In The Suite with Founder and Host, Tina Powell, is about the 12 insights she found inspiring from the Carson Group’s #Excell2021 Conference, October 12 - 14, 2021, held at the Cosmopolitan Hotel in Las Vegas, NV. Excell enables financial advisors to go beyond the status quo by providing you and your team with actionable advice, tried-and-true strategies, and a network of inspiring professionals who know how to get it done. From financial planners to investment managers and small independent practices to billion-dollar RIAs.
Invest in your growth, personally and professionally, and join Tina #InTheSuite for an inspiring conversation around these top twelve takeaways:
- Institute a code of conduct. (6:39)
- Give back and support a cause. (7:42)
- Promote your event hashtag and use it. (8:49)
- Drop your mask, the non-COVID kind. (9:34)
- Don’t be afraid of work that has no end. (10:58)
- Explore your creative talents. (12:45)
- Empower others and build a plan to let other people help you. (14:50)
- Make diversity and inclusion a reality by making it an actual business goal. (16:18)
- Consider a new business model for your business. (18:23)
- Diet is all the food you’ve eaten in your entire life and all your habits. (19:54)
- Love what you do and make it obvious. (21:35)
- Get your mind right for marketing. (23:18)
Resources Mentioned
- Carson Group
- Excell Conference 2021
- Ron Carson, Founder, Carson Group
- Jamie Hopkins, Carson Wealth
- Teri Shepherd In The Suite Episode 11
- Suzanne Siracuse, The Big Reveal
- Steph Bogan In The Suite Episode 36
- Mary Kate Gulick, CMO LinkedIn
- Sonya Dreizler
- Charity Water
- No Kid Hungry
- Dr. Darshan Shah
- Sandra Joseph
- Michael Kitces
- John R. DiJulius
🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!
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📧 Want to get in touch? Email me at tina@growintentionally.com