Cure shiny object syndrome
When it comes to growth for advisors, podcasts, books, and becoming an influencer might be tempting, but the basics are the real magic ingredient. Find out how our Fundamental 50 Challenge participants reignited growth by focusing on the basics.
- Revisit “abandoned” opportunities.
- Replicate your best clients.
- Use your hobbies to prospect.
- Engage and build relationships with COIs.
The information included herein is for informational purposes and is intended for use by advisors only, and should not be copied, reproduced, or redistributed without consent of CWM, LLC. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.