Knowing what works and what doesn’t for your firm can be as simple as asking an advisor who has been there and done that.
Join a group of 12 growth-oriented advisors and one of the best business coaches in the industry for:
Excell Roundtable
When: Tuesday, April 4 at 3 p.m.
Where: Lucas Oil Stadium, Indianapolis
Cost: The event is free – we’ll provide the food and drinks!
Stick around after the discussion for a stadium tour & networking reception.
The information included herein is for informational purposes and is intended for use by advisors only, and should not be copied, reproduced, or redistributed without consent of CWM, LLC. Investment Advisory Services offered through CWM, LLC, an SEC Registered Investment Advisors. Carson Partners, a division of CWM, LLC is a nationwide partnership of advisors.