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Our Partner advisors spend an average of 20% of their day doing the work activities they enjoy most, and they are growing their AUM at 26.67% annually while doing it.

What percentage of your day do you spend doing the things you enjoy most? What is your annual growth like?

Take 15 minutes to talk about your business

We'd like to learn more about the business challenges you face in your financial advisory practice. Connect with our team through a 1-on-1 phone consultation to discuss your needs and create a tailored solution for your business. 



*Carson Group Partner Benchmarking Study & average annual growth July 2016 to July 2017