
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