How Carson Partnership Led to One Firm’s ‘Biggest Win Ever’

“Without being a partner at Carson, I don’t think this would have happened.” Barrington Wealth Management signed their largest client yet – a $23 million deal – as a team effort with Carson. Jim Quigley, Founder and CEO of Barrington, had a long-standing relationship with the couple and the firm’s new partnership with Carson cemented the value and offerings they didn’t previously receive.

Learn how Carson’s deep bench of resources provided Barrington with the arsenal they needed to land a large client right off the bat.

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The Essentials of Succession Planning for Financial Advisors

The Essentials of Succession Planning for Financial Advisors

Learn how to choose a successor and find the true value of your firm. Download Now