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.