When it’s your livelihood, you deserve a say
Advancing your broker-dealer’s initiatives probably doesn’t have you jumping out of bed in the morning. What about the tech? The speed at which things move? Relying on them to run your business? We didn’t think so. At Carson, we believe in making your life easier, not harder. And we do it with a proven ecosystem of support that saw our partners grow, on average, 27.1% in 2021. Let’s talk growth, and see if we’re a good fit.
Is Your Broker-Dealer Hurting More Than They’re Helping?
Why This Advisor Left His Broker-Dealer
For years, Joel Worsfold was building his book of business, en route to becoming one of the highest producers at his company. But as he grew, so did his pain points, and he realized his broker-dealer was the common thread. Since joining Carson, he’s left those frustrations behind and seen significant growth: 20% in the first year of partnership and close to 80% in total.
Advisors should be able to focus on building relationships with clients and call the shots without getting bogged down in the drudgery of running a business. That’s why we exist. As a Carson Partner, you keep your independence – your clients, your brand, your leadership – but you remove the headache that comes from wearing so many hats. See what that looks like in our partnership guide.
Your C-Suite Solution
M&A & Succession Planning
Let’s talk. Our Business Development team will learn more about your particular situation, discuss how Carson fits into that picture, then provide you with the information you need to decide how you want to pursue your goals. Start the conversation today.