Wealth Management Industry Awards: On the Red Carpet With Samantha AllenWealth Management Industry Awards: On the Red Carpet With Samantha Allen
Listen as Samantha Allen, senior vice president of digital marketing, Carson Group, discusses how their 2023 Wealthies Initiatives help financial advisors.
September 7, 2023
Sponsored by Carson Group
Founded in 1983 by Ron Carson and headquartered in Omaha, Nebraska, Carson Group serves financial advisors and investors through its three businesses – Carson Wealth, Carson Coaching, and Carson Partners. Carson Group has created an ecosystem dedicated to helping financial advisors unleash the full potential of their firms by providing marketing, compliance, technology, investment strategies, succession planning, M&A support, and coaching. The company currently manages $30 billion in assets and serves more than 47,000 families among its advisory network of 147 partner offices, including 52 Carson Wealth locations.
For more information, visit www.carsongroup.com.
