Turn Change into Opportunity: Find Growth, Service and a Vision for Your Future

Posted on January 15, 2021

Sometimes you can choose to make a major change for your business, and sometimes it’s forced on you. But before you just sign on the dotted line, do your due diligence – what’s best for your firm and your clients?

Join Ron Carson, CEO and founder of Carson Group, as he meets with three of our partners who left large broker-dealers to go out on their own with the support of a trusted partner. They discuss what went into their decision to leave, how Carson met their needs, what the future looks like for their firms, and plenty more.