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RON CARSON For Advisor Use Only. Not intended for client distribution. CWM, LLC, a Registered Investment Advisor Quotes from the 2013 Excell Conference panel on feedback from 7 young professionals and 7 near retirees or retirees on advisor

RON CARSON For Advisor Use Only. Not intended for client distribution. CWM, LLC, a Registered Investment Advisor
Quotes from the 2013 Excell Conference panel on feedback from 7 young professionals and 7 near retirees or retirees on advisor best practices. For Advisor Use Only. Not intended for client distribution. CWM, LLC, a Registered Investment Advisor
“I want my advisor to tell me two things at every annual review: How did my investments do, and how much did it cost me?” For Advisor Use Only. Not intended for client distribution. CWM, LLC, a Registered Investment Advisor
“My advisor should help me meet my goals, not try to beat the market every year.” For Advisor Use Only. Not intended for client distribution. CWM, LLC, a Registered Investment Advisor
“I don’t need a one man expert, I need an advisor who can connect me with experts when I need them.” For Advisor Use Only. Not intended for client distribution. CWM, LLC, a Registered Investment Advisor
4 CORNERSTONES CLIENT CLIENT ACQUISITION RETENTION CLIENT ADVISOR EXPERIENCE PRODUCTIVITY For Advisor Use Only. Not intended for client distribution. CWM, LLC, a Registered Investment Advisor

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