How to Join

However you want to partner with Carson, we let your needs be the driver in the decisions.

Want to keep ownership of your business and your brand? We can do that. Looking for an investment partner to fund your expansion? That works for us. Ready to exit the business? Carson’s here for that, too.

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10 Weeks to Transition Your Business

That’s right. When we commit to our partnership, onboarding takes just 10 weeks. During the transition process, we’ll work alongside you to every step of the way – strategizing, paperwork, marketing, training and more. Then, when that go-live date comes, we’re right there to celebrate with you.

The Transition Process

phase1

Due Diligence

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Learning

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Partner Experience at Carson

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Agreement

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Kick-off Call

phase2

Transition

10 weeks
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Strategy Mapping

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Paperwork Pre-population

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Marketing

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Team Training

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Data Conversion

phase3

Execution

3 months
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Go Live!

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On-site “SWOT” Team

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AUM Conversion

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On-site Training

How to Join

01

Grow With Carson

02

Join a Partner Firm

03

Minority Investment

04

Full Acquisition

01

Grow With Carson

Keep your practice and your brand, while getting the support you need to grow.

Find Your Fit
02

Join a Partner Firm

Focus 100% on your clients and growth, and ditch the headaches of running a firm.

Find Your Fit
03

Minority Investment

Keep control of your firm and get a capital infusion, succession plan & extra growth support from a national brand.

Find Your Fit
04

Full Acquisition

Favorable exit plan with an RIA that will care for your clients the same way you do. Stay on and run the practice, or take the next step in your freedom journey.

Find Your Fit

Firm’s AUM
0
Your Valuation:
$6,102,002
$5,405,032
Percentage of AUM Advisory Business
0

What’s Your Firm Worth?

Your next step starts with understanding your advisory firm’s value.

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Reaping the Rewards:

An Advisor's Powerful Journey Through Coaching, Partnership
and Succession

Twenty years ago, Joel Worsfold felt like he had hit his ceiling as a financial advisor. A desire to break through that ceiling led Joel to Ron Carson, and that first meeting with Ron led Joel down a path he never could have envisioned. Find out how working with a true partner helped Joel achieve his goals and find his freedom.

I sat too long with one organization, and since making that change, I’ve had tremendous growth, because I didn’t really pay enough attention to what’s out there in the fiduciary, fully independent environment.
Shelley Funke Frommeyer, CFP®

Shelley Funke Frommeyer, CFP®

Founder, CEO, & Wealth Advisor, FFR Wealth Team

Find Your Fit

Find the freedom and growth backed by the Carson ecosystem, regardless of if you manage $1 million in assets or $1 billion. Let’s discuss which partnership model works best for you.

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