Know Your Worth | Mike Wieger

Join us as we welcome Mike Wieger as the new co-host of Know Your Worth! Fun fact— Mike was our very first guest on the maiden episode, making this a full-circle moment.

🔹 The Evolving RIA Landscape – What’s driving the surge in partner transactions, and what key trends are shaping the industry?
🔹 Carson’s Commitment to Growth – A look at our history of investing in existing partners and the typical life cycle from Coaching to Wholly-Owned.
🔹 Bold Predictions for the Future – What’s next for partnerships and the independent advisor space?

Join the conversation and gain valuable insights into where the industry is headed!

Get in Touch

We'd love to learn a bit more about your situation, then set up a complimentary consultation to review how we can help you and your business.

Contact Us
The Essentials of Succession Planning for Financial Advisors

The Essentials of Succession Planning for Financial Advisors

Learn how to choose a successor and find the true value of your firm. Download Now