Hosted By Carson

Spring Partner Summit

Our annual spring event for Carson Partners is designed to help our partners learn, engage and network with each other and their Carson team. It centers around financial advisors tapping into the Carson ecosystem to exchange ideas and inspiration that they in turn can implement to serve clients efficiently through better practice management, marketing and technology. Breakout sessions cover:

 

  • Strategies for boosting client referrals and expanding wallet share
  • Leveraging your wealth platform do deliver better planning to clients
  • Optimizing your Operations team by putting repeatable processes in place
  • And more!
Learn more
Spring Partner Summit
May 8, 2024
Omaha, NE