WINNIPEG, April 4, 2018 /CNW/ - Wellington-Altus Private Wealth ("WAPW") today announced it has partnered with a leading practice management firm, Carson Group, to offer an Investment Advisor ("IA") Executive Coaching program to its community of advisors.
The newly established partnership with Carson Group is a transformative step as WAPW continues its mission to empower advisors by instituting best practices, both in the day-to-day operations of their firm and in helping them deliver unprecedented value to their clients.
Led by Barron's Hall-of-Fame advisor, Ron Carson, Carson Group brings some of the best and brightest Executive IA Coaches in wealth management to guide WAPW advisors in every facet of their business, from goal-setting, business planning and leadership to systematizing operations, human capital development, and prospecting strategies for firm growth.
"Hiring a company whose leader is still an Investment Advisor is what is important to us", says Shaun Hauser, President and COO of Wellington- Altus Private Wealth.
"Running a practice, meeting wth clients, managing your staff, & trying to grow your business in between, are all things that Ron Carson and his team live and breathe every day. In our mind, this relationship is another value added element that sets WAPW apart from the rest of the options that IA's in Canada have," adds Hauser.
"I applaud Shaun and the rest of the leadership team at Wellington-Altus Private Wealth, both for recognizing that running a successful advisory business is quickly evolving and for investing in the support, guidance and growth of their advisors," said Ron Carson.
About Wellington- Altus Private Wealth
Founded on April 15th, 2017, with offices across Canada, Wellington-Altus Private Wealth is one of the fastest growing investment and holistic wealth advice companies in Canada.
With over $3.5 billion in Assets Under Administration, since the inception of the company, Wellington-Altus Private Wealth identifies with larger, independently focused Investment Advisors across Canada.
About Carson Group
Carson Group Holdings ("Carson Group"), serves financial advisors and investors through its businesses including Carson Wealth, Carson Group Coaching, and Carson Group Partners. The conglomerate of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public.
Founded in 1983, Carson Wealth has grown to become a Barron's Hall of Fame firm, serving clients through holistic financial planning, disciplined investment strategies, and proactive personal service.
Founded in 1993, Carson Group Coaching is a leading national financial advisor coaching and resource program designed to help growth-minded advisors build their businesses through coaching support, tested tactics, and accountability that drive proven results.
Founded in 2012, Carson Group Partners simplifies the complexity of running a wealth management firm by managing and executing marketing, compliance, technology, investment management, and operations for advisor firms.
All three organizations are headquartered in Omaha, Nebraska, United States, and share a common mission to be the most trusted in financial advice. For more information, visit www.carsongroup.com.
| For further information contact: |
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| SHAUN HAUSER President & Chief Operating Officer |
LAURA PIERSON Managing Partner Carson Group Coaching Office: 402.829.1780 13321 California Street Dodge Plaza, First Floor Omaha, NE, U.S.A. 68154 |
SOURCE Wellington-Altus Private Wealth
Shaun Hauser, President & Chief Operating Officer, Wellington-Altus Private Wealth, Office: 204.925.7953, [email protected], 201 Portage Ave., 3rd Floor, Winnipeg, MB, R3B 3K6; Laura Pierson, Managing Partner, Carson Group Coaching, Office: 402.829.1780, [email protected], 13321 California Street, Dodge Plaza, First Floor, Omaha, NE, U.S.A. 68154
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