How One Firm Found a Succession Solution Through Partnership

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 quick out succession plan, but Larsen didn’t want to retire yet.

Already a Carson Coaching member, Larsen had never thought of Carson as a contingency partner. Once he realized it was a possibility there was no turning back. In this case study you’ll learn how Carson serves as a backstop for Larsen and Navion and provides an easy transition for all parties involved.

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100 Tasks Every Advisor Should Delegate

100 Tasks Every Advisor Should Delegate

Find out what tasks you can hand off to free up your time and empower your team. Download Now