Insights M&A

The Essentials of Succession Planning “Easy come, easy go” is a cliche that never applies to building your own financial advisory firm. Business doesn’t come easy, and it’s equally difficult to think of letting it go. Breaking this financial, emotional, relational and life-changing task down into manageable pieces can make it less impossible, and that’s …

Fortnite. TikTok. Snapchat. These are just a few of the latest examples of the explosive, overnight growth that has become almost commonplace in the age of the internet. Yet growth models like these hardly even existed a few years ago. What can advisors learn from these companies, and what new platforms are out there that …

You became an advisor to provide your clients with the best possible financial advice. But no one has the capacity to act as an entire C-suite while still serving as the advisor your clients deserve. That’s why Carson Partners exists. You own your business and regain the time it takes to be the advisor your …

If you know you need a succession plan and want to look to your own internal team to develop it, these worksheets will help you evaluate individual fit and define a progressive path for your future successor. Download Now

“Without being a partner at Carson, I don’t think this would have happened.” Barrington Wealth Management signed their largest client yet – a $23 million deal – as a team effort with Carson. Jim Quigley, Founder and CEO of Barrington, had a long-standing relationship with the couple and the firm’s new partnership with Carson cemented …

You want to grow your business. We want to help. When you become a Carson Partner, you’ll have access to the tools that can grow your wealth management practice into a business with over $1B in AUM. To determine what is the right fit for you, check out this side-by-side comparison of the different partnership …

Time has a way of marching forward without asking. Openly acknowledging this allows us to better envision and plan our lives, both personally and professionally. A large number of financial advisors face a critical juncture in their careers wherein decisions made or ignored today have long-lasting future implications. There are currently more CFP®s over 70 …

Earn More Referrals, Grow Your Business and Become a Community Resource Pop quiz: What’s the best and most reliable source of new clients for advisors? Email? Advertising? Chicken dinners? Answer: Referrals. Most advisors only dream of increasing their referrals. For Scott Ford, referrals are his team’s only source of new clients. Scott’s unique approach to …

Retirement is full of risks and hurdles, as it can span 30 or 40 years for many Americans. Certain risks are well known: running out of money, long-term care, health care and investment risks. Within these broad categories lie hidden or overlooked sub-risks. For instance, within investment risks is sequence-of-returns risk or liquidity concerns. Within …

Every retirement is unique. An individual’s situation – where they live, their health, their family, their finances, their goals – drives retirement. But, despite being so unique and individualized, fundamental tenants of retirement apply to almost everyone. In fact, the notion that we think we are so unique can be a hinderance to a financially successful retirement. …

As a native Nebraskan, I appreciate the aura this state has. It demands determination, innovation and humility – and all in a day’s work. In return, you have the opportunity to live out your dreams and impact your community. Sadly, Nebraska recently experienced one of the worst natural disasters in its history. Massive flooding in …