The Foundation for Success: 3 Pillars of an Integrated Growth Strategy

Unlock Growth with an Integrated Approach 

 

Watch the webinar

 

As a growth-oriented firm owner, you understand there is more than just one path to growth. An integrated approach combining marketing acumen, M&A strategy and a solid talent and next-gen development program is the key to sustainable and continuous growth for your firm. 

 

Building Relationships through Marketing

At its core, marketing is about finding and building relationships with your future (and current) clients. Samantha Allen, SVP, Integrated Marketing at Carson, offers insight into repeatable marketing processes—from social media strategy to building marquee content pieces—to help you fill your marketing funnel at every level. 

Close-up of shaking hands after a business meeting in the office
 

There’s Never Been a Better Time for M&A

If you want to sell or buy a firm, there’s never been a better time, says Carson’s SVP, Mergers & Acquisitions Michael Belluomini. There are a lot of assets in motion currently and many firm owners are looking to monetize what they’ve built. Learn why M&A is critical to growth and how you can get started.

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The Next Generation is Looking to Make an Impact

Learn how to design a talent development program that appeals to what next-generation advisors are looking for: to make an impact on the lives of their clients. Dr. Julie Ragatz, Carson’s VP, Advisor Growth Strategy, talks about the industry trends that make it critical to attract and retain young talent—and dives into ways to do that.

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Navigate Challenges with Your Learnings

Take what you learn in this webinar to keep your firm growing and navigate these challenges successfully! 

© 2024 CWM, LLC

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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.

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