Zoom in on What Matters

The co-presidents Aaron Schaben and Teri Shepherd of Carson Group say that clients want their wealth to have a positive impact on our post-pandemic world, so advisors should discuss and work with them on achieving this goal. It’s also critical to build as much transparency and trust as possible into advisor-client relationships. Plus, advisors should take steps to deepen their relationships with top clients and expand their base of referrals, the two executives explain.