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    Shannon Larson

    Shannon Larson

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    President, AE Wealth Management

    Shannon Larson is president of AE Wealth Management, an SEC-registered investment adviser and asset management platform based in Topeka, Kansas. She brings more than 20 years of experience to her role, where she’s focused on helping independent financial advisers increase efficiency, foster stronger client relationships and build sustainable, long-lasting practices.

    Latest articles by Shannon Larson

    A senior couple in a meeting with their financial adviser
    How Advisers Can Focus on Existing Clients for Growth

    Growth for financial advisers isn't just about new prospects — it's about deepening trust with existing clients so you earn the right to guide their next move.

    • A financial adviser smiles as she speaks with a client in her office.
      How Advisers Can Turn Value Into Client Referrals

      Most advisers deliver more value than their clients realize. Here's how you can make that easy for your clients to understand and fully appreciate.

      By Shannon Larson

    • Origami bird in flight among a row of origami swans
      Your Clients Have Changed: Has Your Advisory Practice Kept Up?

      Advisers who master personalized planning and build real relationships will exceed client expectations while thriving in today's shifting wealth landscape.

      By Shannon Larson

    • Happy businessmen shaking hands at a meeting in the office.
      A Case for Staying Independent as an RIA on Your Terms

      Private equity firms promise capital, tech and talent, but do those resources come with strings that could change how you serve your clients and run your firm?

      By Shannon Larson

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