Thanks to Bain Capital’s investment, the firm says, it is focused on boosting organic growth, technology development and expansion through mergers and acquisitions.
“We want to continue to attract advisors that want to be a part of something bigger than themselves,” the CEO said. “In just a few years, the independent space will look so much different than it does today.”
Looking ahead, the firm aims to become the “single source” of advice for its clients and use technology to provide them with “a frictionless … experience,” he adds. “If we can do this, our impact will be exponential.”
Pictured: Ron Carson, CEO of Carson Group