Two Paths, One Destination: How Two Elite Advisors Uniquely Found Success

Two Paths, One Destination: How Two Elite Advisors Uniquely Found Success

There’s not one right way to grow your firm – but even with that comfort, it can be challenging to decide what next steps to take.

There’s not one right way to grow your firm – but even with that comfort, it can be challenging to decide what next steps to take.

You want to explore your options. You want an inside look into what worked for your peers in the world of financial services.

That’s why we put together a special opportunity that can help you gain a deeper understanding of your options if your goal is growth.

In this webinar, Scott Wood, Carson’s VP of Business Development, interviews two elite financial advisors who took two different paths to find success:

In this webinar, Scott Wood, Carson’s VP of Business Development, interviews two elite financial advisors who took two different paths to find success:

  • Tim Goodwin, President and Founder of Goodwin Investment Advisory in Woodstock, Georgia
  • Bob Huntley, Wealth Advisor and Founder of Wise Counsel Wealth in Georgetown, Texas

Both Tim and Bob share how they accelerated the growth of their firms, their strategies on business development, and insight into their experiences with Carson.

Watch “Two Paths, One Destination: How Two Elite Advisors Uniquely Found Success” by filling out the form.

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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