Happy Hour: What’s Best for You? Partnership vs. Broker-Dealer vs. RIA

Posted on March 2, 2021

Don’t get stuck on the road you’re on if it won’t move you closer to your goals.

This happy hour is designed for advisors who are planning how to best position their firm for the future. During this on-demand webinar, we explore:

• What advisors face today when thinking about a move
• Why a move to a different broker-dealer can become more of the same
• Why scale is a necessity for meaningful growth as an RIA
• Why Carson has become the partner of choice for growth-minded advisors
• Our hosts are Scott Wood, Vice President of Partnership Development; Steve Laska, Vice President of Partnership Development – Southeast; and Jason Carver, Managing Director of Mergers and Acquisitions.

To keep up with a changing industry, reevaluating your path forward is key.

Fill out the form to watch this insightful webinar at your convenience.