Video

Ronsense: What Your Clients Are Evaluating

Posted on April 13, 2018

In this #Ronsense, Ron Carson is joined by Dave Lowell, a CFP® at one of our Carson Group Partner offices, Signal Wealth, in Salt Lake City. We’re on a client movement. What are your clients looking at when they evaluate an advisor? Ron will share five things advisors need to make sure they’re doing.