Inspired, Emerging Advisors Need Apply
The Emerging Advisor Growth Accelerator program is designed to help advisors master the business development and interpersonal skills crucial to growing and finding success in the industry.
New advisors like you are joining the industry or new firms with more financial planning knowledge than ever before – but lack the business development and client relationship training necessary to find sustainable success. Let’s fix that. New cohorts start in September 2023!
Learn Today to Grow Tomorrow
The Emerging Growth Accelerator is an intensive 10-session program led by two of Carson’s Executive Business Coaches designed to quickly improve advisors’ skill in key areas for growth:
Goal-setting
Productivity
Business development
Prospecting conversations
Who Should Join?
The program is built for advisors who are:
- New to the industry or have fewer than five years of experience as an advisor
- Aligned with an established firm that provides strong value story and support structure
- Focused and committed to personal and professional growth
- Excited to work hard to create success
- Manage less than $25M AUM ($250,000 annual revenue equivalent)
Program Setup
Each small-group cohort (12 members or less) meets virtually for 10 weekly sessions that include group coaching and a learning lab to put new skills into practice. Between sessions, you will work individually and in small groups on practical activities.
(90 minutes)
(60 minutes)
(120 minutes)
What to Expect
Meet the Coaches
What Advisors Are Saying About the Program
Grow the Right Way
New cohorts for the Emerging Advisor Accelerator Program start throughout the year. Apply today to join for only $2,195. Our next cohort begins in Sept. 2023.
