SPECIAL EPISODE: Previewing Excell Represent, a premium community-building event for women in the wealth management industry.
In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Carson Group's Kelsey Ruwe, Chief Human Resources Officer, about the upcoming Excell Represent conference in Orlando, Florida. They discuss how the event helps build on the findings uncovered in one-of-a-kind research shared during the inaugural Women in Wealth Management Report, the refreshing nature of an event centered around authentic conversations and ideas and more.
Kelsey and Ana discuss:

• Why this event is so important for the financial planning industry
• How the event equips women in the industry with key takeaways
• The reasons why 100% of attendees at least year's event said they'd recommend it to a friend or colleague
• The benefits of fostering a true sense of community
• Building on the event in Year 2, including a sneak peek at some of the sessions planned
• And more!

Resources

• Excell Represent website
• Register now

Connect

• Carson Group LLC
• LinkedIn: Kelsey Ruwe
• LinkedIn: Ana Trujillo Limón

About our Guest:
Kelsey Ruwe, SHRM-CP, PHR, oversees recruiting, training and development, total rewards, human resources, community relations and corporate communications. In her 15-year tenure at Carson, Kelsey has been instrumental in hiring, training and educating more than 350 stakeholders.