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May 8-10, 2024 | Omaha, NE

Spring Partner Summit

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 our partners tapping into the Carson ecosystem to exchange ideas and inspiration that they in turn can implement to serve clients efficiently.

The Journey Has Just Begun

We learned how to level up, accelerate growth and proved we are focused on the future for you. From amazing breakout sessions, one-on-ones, and networking moments that only happen at Partner Summit – these moments capture just a glimpse of the excitement that occurred. We can’t wait to do it all again in September at the Fall Partner Summit

Take Advantage of Early-Bird Pricing for Excell 2024

Continue Your Growth Experience

Don’t miss our premier practice management event of the year. Network with growth-oriented advisors looking for content that goes beyond traditional discussions.

Blogs from Partner Summit

Insights into Investments from Partner Summit

Keeping up with the markets and investment strategies can be a challenge for any advisor, but it’s easier when you can leverage the help and resources of a partner like Carson. At this year’s Partner Summit, breakout sessions focused on the current state of the economy and the markets, what the future of financial advice …

Strategies from Partner Summit to Better Serve Your Clients and Reach Prospects

Keeping a financial advisory firm running smoothly takes an entire team, and everyone has a role to play in creating a smooth client experience. At this year’s Partner Summit, breakout sessions focused on the role Carson plays in helping advisors better serve clients with complex portfolios, how to develop client marketing and CX strategies that …

Strategies from Partner Summit to Step Up Your Operations Support

Support from Operations staff can help free up financial advisors to better serve their clients and focus on what matters most. At this year’s Partner Summit, breakout sessions focused on how Operations staffers can help power their firm’s growth through marketing support, aid in planning impactful events and optimize client meetings and more through process …

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