Understanding Growth Metrics in a Bull Market With Michael Belluomini and Liam Heffernan
In this episode, Matthew Jarvis hosts Michael Belluomini and Liam Heffernan from Carson Wealth, discussing the evolution of Carson Wealth Management, its coaching program, and the strategic approach to mergers and acquisitions (M&A). They explore the unique value proposition of Carson, including equity swaps for advisors, the importance of culture and growth in M&A decisions, and the impact of their coaching program on thousands of financial advisors. The conversation highlights the innovative strategies that set Carson apart in the wealth management industry. In this conversation, Michael…
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