Join Ron Carson for Breakfast in Los Angeles
Regional Events

Join Ron Carson for Breakfast in Los Angeles

August 5, 2021 @ 8:30 am

We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded decision-makers that have been there, done that.

Ron Carson, CEO and founder at Carson Group, wants to host you for lunch while we’re in Los Angeles. We are putting together an exclusive group of 12 advisors in your area for a chance to meet with Ron, members of the Carson team, and other like-minded advisors. 

This isn’t a presentation. Rather, it’s an open discussion about our industry and what we are seeing as we balance being business owners and striving to provide value for our clients.

Get ready to share your story and go over:
Your vision for the future of your firm
How you’re providing value beyond a doubt to your clients
Where you see the industry headed and what you’re doing to stay ahead of the game
How you plan to grow your firm and avoid the plateau that plagues many advisors

Fill out the form and we’ll be in touch to finalize the details.

Details:

Start:
August 5, 2021 @ 8:30 am
End:
August 5, 2021 @ 10:30 pm
Event Category:
Regional Events

Tired of Never Really Clocking Out?

We could help you shave hours off your work week.

close-image

Wish Your Clients Bragged About Your Tech?

Our new CX is leaving clients speechless

close-image