The Intentional CEO: Moving from Title to Action

What is the difference between a growing, highly productive firm and a “just okay” firm?

The person at the helm.

Are you acting as a true CEO – setting the course, inspiring the team, overseeing your firm’s image – or are you stuck in the business owner’s rut, finding no time to be the leader your team needs?

Rich Whitworth of Cetera Financial Group, and Scott Wood of Carson Group, explore why it’s important to act as a true CEO, and give practical steps on how to make it happen.

In this webinar, you’ll learn:

  • The characteristics of a true advisor CEO
  • Why the two most important roles you can fulfill are business owner and leader
  • How to overcome challenges such as time and accountability
  • And much more



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

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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