Carson Group is a brand that partners with financial advisory firms to unleash their full potential through partnership and coaching. With a focus on helping advisors run, grow, and love their businesses, Carson Group offers a range of products and services designed to support and empower advisors in various aspects of their practice. Through their Partnership program, advisors can benefit from advanced technology that turns clients into their biggest fans, comprehensive investment experiences, brand-growing marketing strategies, streamlined compliance processes, and guidance on mergers and succession planning.

Additionally, Carson Group provides support for financial planning needs, offering leverage and assistance with complex planning scenarios. In addition to their Partnership offerings, Carson Group also provides coaching services through their Carson Coaching program. This program offers a clear and proven roadmap for business growth, along with guidance and accountability from experienced coaches.

With access to an acclaimed online learning platform and resources tailored to their needs, advisors can build their businesses around the proven growth plan of a $20 billion firm. Carson Group has a strong track record of success, having helped over 130 advisor firms find their freedom. In 2021, Carson Partner Firms saw an average growth of 27.

1%. With a focus on empowering advisors, providing innovative solutions, and fostering a supportive community, Carson Group is dedicated to helping advisors reach their full potential and achieve success in their businesses