Franklin Lakes, NJ — June 7, 2017 — Debra Taylor of Taylor Financial Group recently attended the Peak Excell Conference Spring 2017 and the annual Carson Institutional Alliance (CIA) Partner Summit, both of which were held simultaneously in Las Vegas, Nevada from May May 30th through June 2nd.  Industry professionals from around the country gathered to hear from various investment managers, industry leaders and motivational speakers about striving to create the best possible client experience and how to help create wealth for their clients. 

Debra heard from a variety of powerful speakers who addressed current events and leadership topics.  Keynote speakers included Robert Moore, Chief Executive Officer of Cetera Financial Group, Joel P. Bruckenstein, CFP®, an internationally recognized expert on applied technology for financial professionals, and Former NBA Player, Walter Bond, among others.

“Attending the Peak Excell Conference is always inspiring, motivating, and refreshing,” said Debbie Taylor.  “I come back to the office ready to hit the ground running with new ideas and initiatives that can benefit our clients in so many ways.”  Taylor Financial Group shares Debbie’s conference experience with their clients in their weekly newsletter, and uses the lessons learned to create new blog content and enhance the client experience.


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