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, wants to host you for happy hour at Eddie V’s Prime Seafood, 4023 Oak Lawn Ave Suite 100, Dallas, TX 75219.
Join us on January 10, 2023 at 4:00 p.m.
This isn’t a presentation. Rather, it’s an open discussion among 12 Dallas-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
• Your biggest opportunity
• The most pressing challenge you’re facing
• How you’re providing value to your clients
• What you’re doing to stay ahead of the game and grow your firm
Register today and we’ll be in touch to finalize the details.