RON CARSON For Advisor Use Only. Not intended for client - - PowerPoint PPT Presentation

RON CARSON

For Advisor Use Only. Not intended for client distribution. CWM, LLC, a Registered Investment Advisor

Quotes from the 2013 Excell Conference panel

• n feedback from 7

young professionals and 7 near retirees or retirees

• n 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 ACQUISITION CLIENT RETENTION CLIENT EXPERIENCE ADVISOR PRODUCTIVITY

For Advisor Use Only. Not intended for client distribution. CWM, LLC, a Registered Investment Advisor