Turn Change into Opportunity: Find Growth, Service and a Vision for Your Future
Webinars

Turn Change into Opportunity: Find Growth, Service and a Vision for Your Future

February 4, 2021 @ 1:00 pm

Sometimes you can choose to make a major change for our business, and sometimes it’s forced on you. But before you just sign on the dotted line, do your due diligence – what’s best for your firm and your clients?

Join Ron Carson, CEO and founder of Carson Group, as he meets with three of our partners who went out on their own with the support of a trusted partner after leaving large broker-dealers.

They discuss what went into their decision to leave, how Carson filled their needs, what the future looks like for their firms, and plenty more.

Meet the Advisors:

  • – Shelley Funke Frommeyer, FFR Wealth, formerly Waddell & Reed investments
  • – Chad Phipps, Driven Wealth Strategies, formerly Waddell & Reed
  • – Steve Martin, SRQ Wealth, formerly LPL Financial

We’ll be broadcasting our webinar, “Turn Change into Opportunity: Find Growth, Service and a Vision for Your Future,” at 1 p.m. CT on Thursday, February 4.

Register by clicking on the button below.

 

Details:

Start:
February 4, 2021 @ 1:00 pm
End:
February 4, 2021 @ 2:00 pm
Event Category:
Webinars