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 at Ruth’s Chris Steakhouse, 5433 Westheimer, Suite 100, Houston, Texas 77056.
This isn’t a presentation. Rather, it’s an open discussion among 12 Houston-area advisors 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
• Your biggest opportunity
• The most pressing challenge you’re facing
• How you’re providing value to your clients
• What you’re doing to stay ahead of the game and grow your firm
Register today and we’ll be in touch to finalize the details.