Join us as we explore some of the biggest challenges advisors face in the battle for time and learn how to focus on making the transition from advisor to CEO of your business.
Join Ron Carson and and Dan Tobin of Carson Group, along with Bryan Hill of RIA Compliance Consultants, to hear what every advisor needs to know right now about compliance.
M&A is a hot topic among advisors who are seeking exponential growth, or looking to exit the business. But how do you know if it’s the right strategy for your firm?