Advisor Roundtable in Salt Lake City

Knowing what works and what doesn’t for your firm can be as simple as asking an advisor who has been there and done that. 

That’s why we're hosting an Advisor Roundtable – an exclusive event for 12 proven firm owners to get together, talk through what’s happening in our firms and grow based on proven practices.

Join us for this open discussion from 11:30 a.m. to 1 p.m. on December 1, 2022, at Toscano Restaurant, 11450 State St, Draper, UT 84020.

There is no cost to register, and we’ll provide the food and drinks. 

Get ready to share your story and go over: 

  • Your vision for the future of your firm
  • How you’re providing value beyond a doubt to your clients
  • Where you see the industry headed and what you’re doing to stay ahead of the game
  • How you plan to grow your firm and avoid the plateau that plagues many advisors 

Thom Hall, Managing Director, Partner & Wealth Advisor at Carson Wealth in Midvale, will moderate the conversation.

Register today, and we’ll be in touch to finalize the details.


Code of Conduct