How One Firm Found Growth By Raising FeesHow One Firm Embraced New Approaches to GrowthHow Enhanced Client Engagement Doubled Referral Assets

For investment professional use only. Not authorized for distribution to the public as sales material in any form.

Any information provided to Carson Group Coaching (“Carson”) through the on-line application is subject to Carson’s terms and conditions. Carson is unaffiliated with Fidelity Investments, and its affiliates and subsidiaries (“Fidelity”). There is no form of legal partnership, agency affiliation, or similar relationship between Carson and Fidelity, nor is such a relationship created or implied by the information herein. Such information submitted on the online application or the eLearning Exchange platform may be provided to Fidelity upon request. Fidelity does not own nor operate the on-line application or the eLearning Exchange platform and is not responsible for content provided, shared or displayed through these sites.

The clients described herein may have had different business needs and their results may not be reflective the experience of other clients using the eLearning Exchange platform. There is no guarantee of future success and theirs may not be the experience of other clients.

Although Fidelity Investments has contributed content to this Platform, both individually and in conjunction with Carson, Fidelity Investments has not been involved with the preparation of the content supplied solely by Carson or any other third party company and does not guarantee, or assume any responsibility for content to which it did not contribute.

This information is not individualized and is not intended to serve as the primary or sole basis for your decisions as there may be other factors you should consider. Fidelity Clearing & Custody Solutions does not provide financial or investment advice. You should conduct your own due diligence and analysis based on your specific needs.

200 Seaport Boulevard, Boston, MA 02210

Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.

©2019 FMR LLC. All rights reserved.