Protecting the Past, Securing the Future: Why This Advisor Left His Broker-Dealer
Without a continuity plan, Joel Worsfold knew his legacy, his clients and his team were at risk. And beyond that, his technology and client experience was outdated. Joel recognized the common thread: his broker-dealer.
He found a solution in 2019 when he broke away and affiliated with Carson Wealth, maintaining majority ownership of his firm.
The decision, while daunting, transformed his business.
Download the case study to learn more about:
- The driving force behind Joel Worsfold’s decision to leave his broker-dealer of 25 years
- How affiliating with Carson helps protect his life’s work
- Why enhanced tech improved his client relationships