Example Bio – Carson Wealth
This resource is an example of a Carson Wealth advisor bio that can be included in a prospect packet or other interaction with clients and…
Tag: Business development
Sample Carson Wealth Value Prop Deck
This resource is an example of a value proposition slide deck that can be used with prospects during the Discovery meeting or with COIs when…
Prospecting Plan
Use this tool to define an annual strategic prospecting plan that supports your annual AUM or revenue goals. Download
Passion Prospecting Checklist
Use this checklist to prepare for and execute a successful passion prospecting event with clients and prospects. Download
Ideal Client Workbook
Use this workbook to develop a clear outline of your ideal (target) client. Download
Identify Your Passions Exercise
Use this tool to help you determine what personal hobbies or interests could be a great theme for passion prospecting. Download