How to Build Relationships with Your Clients’ COIs that Really Pay Off

How many of your clients work with other professionals – lawyers, insurance agents, realtors, bankers, etc.? The marketing-speak term for other professionals who hold sway in your clients’ lives is “centers of influence,” and those people can be a wealth of referrals if you approach them correctly. As the Managing Director of Carson Wealth’s offices in …

How to Live a Steve Jobs Life—On Your Own Terms

“If you don’t set priorities for yourself, life will live you, not the other way around.” No one put this better than Steve Jobs in his commencement speech at Stanford in 2005, after his diagnosis with the pancreatic cancer:

Get in Touch

In 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us