Insights M&A

As we near the end of the year, some advisors might scramble to cross off something from their to-do lists. The coronavirus pandemic sidetracked plans for 2020 – especially growth-related goals. After a downward trend in mergers and acquisitions activity earlier this year, the number of deals are increasing, according to Jason Carver, Vice President of …

Download the Top Ways for Advisors to Provide Value to Clients You know you provide value to your clients – but do they? Demonstrating your value to clients helps them feel more confident and secure in you and in their financial decisions. Learn what services you should highlight and how clients feel about compensation and …

When we think of the challenges facing today’s advisor, the list is long – as you likely know too well. Fee compression, consolidation, outdated tech, succession planning, deal structures, compliance headaches – all are among the chief concerns we hear from our peers in the industry. As our partners will attest, modern challenges demand modern …

You know that running your own firm comes with a seemingly endless list of to-dos. Your attention is pulled in every direction. Sometimes it feels like your business is running you rather than the other way around. You deserve a better way to grow your advisory firm. Act as a true CEO and return to …

Leveraging Each Other’s Strengths: An M&A Case Study “We thought long and hard about the kind of client we were trying to engage, and then we went where they are to meet them.” Russ Nieland and Chris Graw met through a mutual client who saw their strengths and suggested they would complement each other well. …

Just as you tell your clients to plan for the future, savvy advisors, too, plan for the future of their business. How will you grow your firm? Inorganic growth is key. Carson’s VP of Mergers and Acquisitions, Jason Carver is a fountain of knowledge when it comes to this important area, and he shares his …

Two Paths, One Destination: How Two Elite Advisors Uniquely Found Success There’s not one right way to grow your firm – but even with that comfort, it can be challenging to decide what next steps to take. There’s not one right way to grow your firm – but even with that comfort, it can be …

Reinventing the Client Experience Growing your firm and better helping your clients go hand-in-hand Two Barron’s Hall of Fame advisors – Carson Group’s Ron Carson, Founder and CEO, and Paul West, Managing Principal – present: “Reinventing the Client Experience.” Replay this webinar to teach yourself how to grow your firm by first focusing on your …

Are you building a $1B business? Kristi Harrison and Mark Wellwood present an overview of what it takes for advisors today to grow their business. Whether you want to be a billion-dollar firm, or hit any other growth target, partnership can help. Maintain autonomy Own all clients and data Provide direct input to steer innovation …

Download Your Driven Wealth Strategies Case Study Driven Wealth Strategies managing partner Karsten Bond had been with Waddell & Reed for more than 10 years. He had the firm’s future in his mind more than the past when he left the broker-dealer in 2019. With $330 million in assets and 12 employees, Wichita, Kansas-based Driven …

How One Firm Came to Carson Looking for a Succession Plan – and Found a True Partner Joel Larsen of Navion Financial Advisors thought he had a designated internal successor. But when said successor no longer wanted the burden, he began an external search for firms that would last three years. Most firms wanted a …