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Why Carson
Why Carson
Being a Carson Partner means both being independent and having access to world-class support.
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Run Your Business
Proven Processes, Great Platforms
Technology
Compliance
Operations
Investments
HR Support & Next Gen
Grow Your Business
Build Your Bottom Line
Marketing
M&A Support
Financial Planning
Love Your Business
Find Your Freedom
Delegate & Elevate
Succession Planning
Business Coaching & Training
Community
Community
Community
An inspiring network of growing financial advisors creating impact in their communities.
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Coaching
A Proven Roadmap
Executive Business Coaching
Carson Coaching Online
Group Coaching
Partners
Network With Peers
Growing a business is hard. But with the support of a network of peers -- and regular opportunities to learn from the strategies and tactics working in their own offices -- it gets a whole lot easier.
Events
Learn and Connect
Whether it's our big annual Excell Conference, our women in wealth management conference or a partners-only training webinar, we've got every need covered.
Community Impact
Make a Difference
At Carson, giving back is part of our core. And we not only say our partners should make a difference, but twice a year we honor partners who've done exemplary community service work.
Ways to Join
Ways to Join
Partnership options to suit your unique situation
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Coaching
A Proven Roadmap
Executive Business Coaching
Carson Coaching Online
Group Coaching
Partnership
Your Brand. Our Support.
To reach the next level of growth, you need to delegate and elevate yourself to CEO. We help do that while giving you the freedom to maintain full ownership.
Join a Partner
Tuck-in. Grow Together.
By joining an existing Carson Partner firm, you get to focus on the work you love without the burden of ownership.
Minority Investment
Control Plus Capital
Want national brand recognition and an infusion of capital? Explore taking on the Carson Wealth name while keeping a majority stake in your firm.
Full Acquisition
Sell Your Firm
Looking for a succession solution? When you sell your firm to Carson, you join a company with a mission to be the most trusted in financial advice.
About
About
Carson Group is an RIA and powerful platform for financial advisors to find their freedom.
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Team
Our Greatest Asset
We take pride in building the best team in the business, and our partners know that the industry thought leaders are working on their behalf.
Newsroom
Making Headlines.
When you do great work, people notice. See the latest examples of Carson's coverage in the national press.
Careers
Culture and Opportunity.
We're constantly on the lookout to help others grow in within their profession. Come learn about life at Carson.
Books
From Our Thought Leaders.
We don't just talk about our ideas — we write them down, too! Explore and get inspired by our latest published works.
Insights
Insights
Carson Group resources for financial advisors. Browse blogs, guides, books, podcasts, and more.
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Valuation Calculator
Know Your Business’ Worth
Interested in selling to or merging with another advisor? Our business valuation calculator can help you better understand your firm's value.
Framework
Practice Management Podcast
Exploring the financial services profession, talking with top names in the industry and tackling some of the biggest issues.
Facts vs. Feelings
Market Strategy Podcast
A deep dive into the market-moving events to cut through the noise and help you identify what really matters.
Investment Newsletter
From Our Thought Leaders
Stay on top of market trends with the Carson Investment Research Newsletter.
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Reflect on Your Business
Please complete this form so our team can assist you with your brand. A marketing consultant will be in touch with the next steps after submission.
1. Name
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Last
2. Email
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3. Phone
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4. Company
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5. What do you want your firm name to convey about your business?
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Select all that apply
I want my firm name to speak to the client experience we deliver
I want my firm name to reflect our core values first and foremost
I want my firm name to represent our mission statement
I want my firm name to attract a specific niche market, lifestyle, or demographic
I want my firm name to directly address the challenges my ideal clients face
Other (describe below)
Other
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6. What is the client persona of the people you serve?
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7. What interests and hobbies do they have?
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8. What kind of services are they most interested in receiving from you?
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9. Is there anything unique or inspiring about why you became an advisor?
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10. If you could describe your value proposition in 15 words or less, what words would you use?
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11. At a high level, describe how the planning process works in your firm.
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12. Choose 3-5 words that describe the way people should feel after hearing your firm’s name?
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13. Provide a list of possible firm name ideas:
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Name
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