Updated Monday, April 21, 2014 as of 1:04 AM ET
Practice - Practice Management
Time to Step Up Client Experience, Says Carson at TD Conference
Thursday, January 30, 2014

ORLANDO, Fla. -- Advisors who don’t enhance the client experience are doomed to become “the travel agents of the future,” according to Ron Carson, founder and CEO of Omaha-based Carson Wealth Management.

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