Burt White, Chief Strategy Officer of Carson Group, joined Julie Cooling, Founder & CEO of RIA Channel, to discuss how advisors can accelerate growth in their practices.
While many advisory practices start as sole proprietorships or small teams, there comes a point where the firm needs to evolve in order to achieve continued growth, explains White. Hiring a broader team, implementing an improved tech stack and client experience, as well as adding differentiated services and investment strategies can help take a practice to the next level. Carson Group, widely recognized as a top RIA, provides a variety of services to assist advisors in growing their practices. By working with Carson on areas such as technology, compliance, and succession planning, advisors can spend more time working with their current clients and planning outreach to new prospects.
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