Two Paths, One Destination: How Two Elite Advisors Uniquely Found Success
There’s not one right way to grow your firm – but even with that comfort, it can be challenging to decide what next steps to take.
You want to explore your options. You want an inside look into what worked for your peers in the world of financial services.
That’s why we put together a special opportunity that can help you gain a deeper understanding of your options if your goal is growth.
In this webinar, Scott Wood, Carson’s VP of Business Development, interviews two elite financial advisors who took two different paths to find success:
Tim Goodwin, President and Founder of Goodwin Investment Advisory in Woodstock, Georgia
Bob Huntley, Wealth Advisor and Founder of Wise Counsel Wealth in Georgetown, Texas
Both Tim and Bob share how they accelerated the growth of their firms, their strategies on business development, and insight into their experiences with Carson.
Watch “Two Paths, One Destination: How Two Elite Advisors Uniquely Found Success” by filling out the form.
The information included herein is for informational purposes and is intended for use by advisors only, not for public distribution. Carson Group Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Group Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Group Coaching does not provide advisory services.