Growing Beyond Capacity With Michael Belluomini and Liam Heffernan
In this episode, Matthew Jarvis welcomes Michael Belluomini and Liam Heffernan of Carson Group to explore how partnerships can help advisors grow beyond the limits of a small practice. They discuss why owners consider acquisitions well before retirement, including access to specialized teams, operational support, and career opportunities for employees. Michael and Liam explain the work behind sourcing, evaluating, and integrating acquisitions, along with the different ways advisors can partner with Carson. The conversation also covers cultural fit, recruiting talent, and recognizing when…
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