Know Your Worth | Inside the 30-Day Move скачать в хорошем качестве

Know Your Worth | Inside the 30-Day Move

Join Carson’s Michael Belluomini, SVP of M&A and Michael Wieger, VP of M&A with guests Alex Rodawig, Carson Managing Partner, M&A Integration and Advisor Strategy and Kelsey Ruwe, Chief Talent Officer at Carson, for a fast-paced, behind-the-scenes look at how to execute a 30-day move after closing without losing momentum or trust. 🔗 Explore the Carson Ecosystem for Advisors Whether you’re preparing for a transition or building toward your next phase of growth, explore how Carson supports advisors at every stage: ► Start Here: Advisor Growth Platform - https://www.carsongroup.com/why-carso... Learn how Carson partners with independent advisors to simplify operations, accelerate growth, and build long-term value. ► Run Your Business - https://www.carsongroup.com/run-your-... Find greater efficiency with done-for-you tech, expert-led investment platform, and on-your-side compliance. ► Grow Your Business - https://www.carsongroup.com/grow-your... Wake up to warm leads on your calendar, expand your brand presence, and tap M&A support to scale—organically or through acquisition. ► Love Your Business - https://www.carsongroup.com/love-your... Enjoy more time for clients and your life outside of work—supported by an inspiring, engaging advisor community to learn and grow with. Each page includes a clear next step to help you get started based on where you are in your journey.