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, and Burt White, Chief Strategy Office at Carson, want to host you for happy hour.
Join us on Tuesday, October 11 at 4:30 p.m. at The Union League of Philadelphia, 140 South Broad Street, Philadelphia, PA. 19102.
This isn’t a presentation. Rather, it’s an open discussion among 12 Philly-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:
Register today and we’ll be in touch to finalize the details.