The Ideal Fit for Partnership: Learn What Makes Carson Different

Webinar Cover - Happy Hour: The Ideal Fit for Partnership: Learn What MAkes Carson Different

You’re motivated, you have the industry knowledge, and you know what it means to put clients first. As a result, you’ve grown your firm and you’re eager to reach the next level.

But the time and resources it takes to get there? A stumbling block.

You wonder, what is it really like to tap into a larger network?

Carson’s Vice President of Partnership Development, Scott Wood, hosts a happy hour featuring two of our partners to answer that question. During this engaging conversation, Michael Gold, Founder and CEO of Gold Family Wealth, and Thom Hall, Managing Partner at Signal Wealth Advisors, talk about their real challenges, real experiences and real results with Carson partnership.

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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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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