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Wealth Management In Boulder, Colorado - Thoughts From The Excell 2021 Conference

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The team at Impact Wealth recently attended the Excell 2021 conference in Las Vegas, hosted by Carson Group. This three-day conference offered valuable industry-specific learning opportunities as well as intriguing presentations and dialogue from international figures, including former President George W. Bush.

Most of the meetings were centered around business management, business development, client experience, and the latest technology improvements in the industry. By attending this conference annually (along with other events as well), we are able to stay at the forefront of the latest developments in the industry from thought-leaders and peers. While this takes us away from our normal operations for a few days, we believe it’s vital to stay on top of the evolving world of financial services to better position ourselves in servicing you now and in the future. If you are curious about any of the key takeaways we have from the event, please don’t hesitate to reach out!

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