What keeps advisors returning to Peak Advisor Alliance Excell Meetings?

Ron Carson, Peak AdvisorAlliance, and advisor Bryan Sweet, Sweet Financial Services, catch up during a special Peak Referral appreciation dinner at Carson’s lovely Omaha home.

A community of elite advisors and allied institutions gathered in Omaha this fall for the 27th Excell Meeting. Hosted by Peak Advisor Alliance, one of the country’s leading practice management programs, and Ron Carson, a perennial favorite on both the Barron’s and LPL top advisors lists, the semi-annual advisor love-fest drew a throng of nearly 400 participants to what might now be deemed the new city of brotherly love.

Having now attended several Excell Meetings, I can attest to the unique atmosphere, high energy and strong sense of camaraderie among the participants. But to better understand an insider’s appeal for this community, I spoke with Minnesota-based advisor Bryan Sweet of Sweet Financial Services. Sweet is a long-time Peak member and one of Raymond James’ most successful advisors.

Read my conversation with Bryan Sweet.

Catch Up with Ron Carson and Marie Swift!

Looking for a stellar conference? Check out this article written by Dr. David Lawrence and published by Financial Advisor magazine, August 2014. Dr. Lawrence, the "efficiency doctor", says the Peak Excell Meetings take a "decidedly different approach."

The concept of Peak is to bring a group of successful advisors together in a sharing environment with the goal of making those advisors even more successful. Come to get inspired. Leave with ideas that will transform your practice.

Register now: http://www.excellmeeting.com/register.html

Why Financial Advisors Need Digital Documentation

I've been learning more about mobile dictation - both the benefits and the risks.

This article published November 13, 2013, by Financial-Planning.com "Why Advisors Need Digital Documentation" focuses mostly on the benefits ... but there are also risks.

If you missed the webinar I hosted earlier this week in partnership with Dr. David Lawrence, founder of The Efficient Practice, you might be interested in accessing the following:

Mobile Dictation Risks - Webinar recording
http://tinyurl.com/mobiledictationriskshttp://tinyurl.com/mobiledictationrisks

Mobile Dictation Risks - Slides as PDF
http://www.4shared.com/office/hY4Xyu1i/Mobile_Dictation_Services_Webi.html

Mobile Dictation Risks - Research Paper written by Dr. Lawrence
http://download.copytalk.com/technicalbrief/dl_whitepaper.pdf

Interesting analysis from "the efficiency doctor".

See also these posts with comments from industry thought leaders JoAnn Day of Trumpet, Inc. (a workflow expert) and also Ron Carson of Peak Advisor Alliance (a Barron's top advisor and advisor coach):

Day's comments in Journal of Financial Planning article - Your fairy godmother is here to grand you 3 productivity wishes: http://ow.ly/qT5iC

Read Carson related post: http://ow.ly/qT55q
Listen to audio w/ Ron Carson at live event: http://ow.ly/qT55r

Finally, here's another interesting / related post on the T3 Enterprise Conference blog: http://blog.financelogix.com/conference/?p=62

Catch up with ... Ron Carson and Marie Swift at the Excell Meeting in Omaha

I'm delighted to be serving as a social media expert and digital communications consultant in Peak Advisor Alliance's all-new Digital Fortress ™ lab! Hope to see you in Omaha, October 2-4, 2013. 

Digital Fortress is a turnkey system that empowers financial advisors to grow their practices through the use of:

• Ready-to-use (compliance approved) client communications
• Automatic "feeds" to your Twitter, LinkedIn and Facebook accounts
• Great looking websites filled with motion graphic videos and digital presentations
• Powerful coaching segments from Peak Advisor Alliance coaches and staff
• An automated accountability system and personal growth platform

 Find me in the Digital Fortress lab ... let's talk about how you can take your practice to the next level.

 

Call 800-514-9116 to find out if you qualify for the Impact Discount!

Learn more at www.ExcellMeeting.com