Sometimes you can choose to make a major change for your business, and sometimes it's forced on you. But before you just sign on the dotted line, do your due diligence - what's best for your firm and your clients?
Join Ron Carson, CEO and founder of Carson Group, as he meets with three of our partners who left large broker-dealers to go out on their own with the support of a trusted partner. They discuss what went into their decision to leave, how Carson met their needs, what the future looks like for their firms, and plenty more.
Staying ahead of the curve is important to Shelley Funke Frommeyer. And when she attended an industry conference a few years ago, it was evident that she was far from it. What happened next set the stage for the future of her firm and her clients.
This complementary, on-demand webinar gives you an inside look at what drove advisors like you to leave their broker-dealer and partner with Carson. These advisors were looking for something different, and throughout the interview you'll see common themes emerge of what motivated them to leave their broker-dealer, including:
Simply fill out the form to get your on-demand access to the webinar, "Turn Change into Opportunity: Find Growth, Service and a Vision for Your Future."
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.