We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded decision-makers that have been there, done that.
Ron Carson, CEO and founder at Carson Group, wants to host you for lunch while we’re in Philadelphia. We are putting together an exclusive group of 12 advisors in your area for a chance to meet with Ron, members of the Carson team, and other like-minded advisors.
This isn’t a presentation. Rather, it’s an open discussion about our industry and what we are seeing as we balance being business owners and striving to provide value for our clients.
Get ready to share your story and go over:
• Your vision for the future of your firm
• How you’re providing value beyond a doubt to your clients
• Where you see the industry headed and what you’re doing to stay ahead of the game
• How you plan to grow your firm and avoid the plateau that plagues many advisors
Fill out the form and we’ll be in touch to finalize the details.