How One Firm Utilized Technology and Partner Firms to Have One of Its Best Years Ever

Posted on September 17, 2019

“You’re here to help, not sell. If you’re perceived as a service provider, not a product guy, you’re going to get business.”

The finance world moves quickly. The markets change, the 24-hour news cycle transforms the landscape, and technology seems to be different every minute. Jay Cumbie found a way to keep pace by embracing the technology and using his partner firms to get quality work done quickly. Jay was then left with the time and energy for what’s most important: client relationships. This case study tells his story.

You’ll learn:

How Jay embraced the technology innovations available to Carson partners.
How Carson partners can utilize other firms to help with the workload and get good work done quickly.
How to land major business through consistent client relationships.