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    Banking

    Looking to offer banking solutions to your clients? Find the solution that is right for you through our industry partners – available through your Carson Coaching membership.

    Select:
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    PPC Loan
    Gold Sponsor

    PPC Loan

    PPC LOAN is a conventional lender providing customized cash-flow lending solutions to Independent Investment Advisors and RIAs for acquisitions, mergers, partnership buy-ins and buy-outs, equity purchases, succession plans, and refinances. Dedicated to your ongoing success, PPC LOAN is a relationship lender that serves as a long-term capital partner to advisors.
    Learn More
    Live Oak Bank
    Silver Sponsor

    Live Oak Bank

    Live Oak will support you with customized loan products focused on your success. Our experts embrace a creative approach to solving problems and surpassing goals.
    Learn More
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