|By PR Newswire||
|October 22, 2013 10:06 AM EDT||
OMAHA, Neb., Oct. 22, 2013 /PRNewswire-iReach/ -- Carson Institutional Alliance, a network of client-centered, growth-minded, solutions-focused advisor partners committed to delivering trust, transparency and accountability, revealed at their first Annual Partner Summit that, after just one year, the organization already includes eight partners with a combined $1.385 billion in assets under management. In addition, several other advisory firms are in various stages of commitment, which could include joining the platform while maintaining their current brand, or rolling-up as a fully-branded branch.
"The reason Carson Institutional has been so successful is because advisors can gain significant substance while maintaining their autonomy," said Carson Institutional Alliance Founder and CEO, Ron Carson. "Their name stays on the door, their equity remains intact until they seek a succession and the only impact to clients is an enhanced value proposition."
According to Carson, the Alliance has three objectives:
- provide advisors with a flexible approach to building partnerships
- give advisors instant access to and positioning power of the full Carson Institutional team
- offer advisors an on-demand succession solution
"I had considered everything from bringing on an associate advisor to selling my business to a wirehouse," explained Nancy K. Caton, a Carson Institutional Partner who had been searching for a succession solution for years. "For me it made the most sense to work with Ron and the team and give my clients peace of mind knowing that now I had a plan in place for business continuity."
Carson Institutional Alliance was established to give advisors the positioning power that comes from aligning with a Barron's top ranked team, and the opportunity to take their business to the next level with a proven business model. As a result, advisors are able to deepen their relationships with clients and prospects by providing highly transparent investment solutions and lower overall costs. The ability to immediately plug into these resources and expertise was a big draw for Carson Institutional Partner, Scott Ford.
"The day we partnered with Carson Institutional, we had instant access to the strategies, operations and the entire team became my team," said Ford.
Partners from around the country gathered October 1-2, 2013 at Carson's office in Omaha for their inaugural Partner Summit. They heard a year-in-review from Ron Carson, as well as updates on marketing, technology and investment strategies. Many partners also stayed to attend Peak Advisor Alliance's 25th Excell Meeting at the Omaha CenturyLink Convention Center, October 2-4.
"What I found most exciting was our roundtable discussion, during which everyone shared how they are taking the Carson model for building a streamlined practice and turning it into wins for their own business," said Carson Institutional Partner, Mark Schlipman.
"Carson Institutional Alliance is filling an un-met need in the marketplace to help advisors grow their practice while building strong client-relationships based on trust, accountability and transparency," said Carson.
IN THE NEWS
Carson and his various enterprises have been in the news a lot lately.
Carson Wealth Management Group was recognized last month as #7 on the Barron's list of America's top 100 independent financial advisors. This ranking marks Carson's seventh year of inclusion on this prestigious list.
Ron Carson was honored with the Industry Leadership award in this year's Industry Influencers Awards for his innovation and dedication to helping advisors prepare to serve a new generation of clients.
The Dreamweaver Foundation, a non-profit organization founded by Carson and his wife, Jeanie, dedicated to fulfilling end-of-life wishes for seniors with terminal illness, was featured in the Omaha World-Herald.
The 25th Excell Meeting, hosted by Carson's Peak Advisor Alliance October 2-4, 2013 in Omaha, was covered by the Omaha World-Herald.
About Carson Institutional Alliance
Carson Institutional Alliance is a customized advisor-client relationship enhancement solution for independent financial advisors serving affluent investors. With a revolutionary interactive app for advisors, marketing and PR programs, client communications tools, process-driven investment strategies and built-in scalability and cost advantages, this is the company advisors, and their clients, have been waiting for. Driven by the dire need for enhanced transparency, lack of consumer trust and the need for simple accountability, Carson Institutional aims to operate as a true consumer advocate in an era where such advocacy is in short supply. For more information, please visit www.carsoninstitutional.com.
Media Contact: Karen Embry, Impact Communications, 913-649-5009, firstname.lastname@example.org
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SOURCE Carson Institutional Alliance