Webinar

Fundamentals for Growth

Forget shiny objects; focus on the basics

 

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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.

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Sarah Cain, ACC, CBC, CPC

Sarah, VP, Coaching and Consulting at Carson Coaching, partners with purpose-driven leaders to make amazing things happen. 

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Bobby Steinau

Bobby Steinau, VP, Business Consulting, has a proven record of successfully guiding firms to accelerated growth.

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Learn how to revisit “abandoned” opportunities. 

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Learn how to replicate your best clients.  

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Learn how to use your hobbies to prospect.  

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Learn how to engage and build relationships with COIs. 

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© 2024 CWM, LLC

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.