We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded decision-makers that have been there, done that.
Ron Carson, CEO and Founder at Carson Group, and Burt White, Chief Strategy Office at Carson, want to host you for lunch.
Join us on Tuesday, October 11 at 11:30 a.m. at Maggiano’s Little Italy Boston, 4 Columbus Ave, Boston, MA 02116.
This isn’t a presentation. Rather, it’s an open discussion among 12 Boston-area advisors about our industry and what we are seeing as we balance being business owners and striving to provide value for our clients.
Get ready to share your story and go over:
- Your vision for the future of your firm
- How you’re providing value beyond a doubt to your clients
- Where you see the industry headed
- What you’re doing to stay ahead of the game and grow your firm
- How you plan to avoid the plateau that plagues many advisors
Register today and we’ll be in touch to finalize the details.