OMAHA,
Neb., Aug. 6, 2024 /PRNewswire/ -- Carson
Group announced that Shane Hall Financial has joined its
advisory network of more than 150 partner firms. This strategic
partnership will enhance the firm's service offerings and support
growth in an evolving financial advisory landscape.
Shane Hall Financial, based in Amarillo, Texas, specializes in retirement
income planning and comprehensive financial planning services. Led
by founder and financial advisor Shane
Hall, the firm manages $169
million in assets. This partnership will allow the team to
access new services, including tax, trust and estate planning,
while collaborating closely with Carson's Investments Team.
"We chose to partner with Carson Group because of their
forward-thinking approach to growth and advanced technology
infrastructure," said Founder and Senior Wealth Advisor,
Shane Hall. "This collaboration will
enable us to offer a broader range of services to our clients and
better leverage our time, allowing us to focus on delivering
personalized financial advice."
Hall emphasized the importance of overcoming previous challenges
that had hindered the firm's growth. "Carson Group's robust
infrastructure and technology capabilities will provide us with the
tools necessary to scale our business effectively," he added.
This partnership addresses a significant industry trend:
According to the 2023 RIA Benchmarking Study by Charles Schwab, 70% of advisors lack a clear
growth strategy, facing challenges like delivering personalized
client service and leveraging technology. Carson Group's
comprehensive support and advanced technology are designed to help
advisors overcome these obstacles and achieve sustained growth.
"Shane Hall Financial is a perfect example of the firm we seek
to partner with," said Gregg
Johnson, National Sales Director, Carson Group. "Their commitment to putting
clients first and their innovative approach to financial planning
aligns seamlessly with our mission at Carson Group. We are excited
to welcome Shane and his team and support them in delivering
exceptional service to their clients and help drive growth."
Shane Hall Financial will remain independent and continue to
serve its clients with the same dedicated team, under the same
name. The integration with Carson Group will bring enhanced
services and increased efficiency, ensuring clients receive the
highest level of care and support.
Carson Group manages $36 billion*
in assets and serves more than 50,000 families among its advisory
network of 150+ partner offices. For additional information,
visit https://www.carsongroup.com/why-carson/.
About Carson Group
Carson Group is a leading financial services firm committed to
providing advisors with the tools and resources they need to
deliver exceptional client experiences. With a focus on innovation
and excellence, Carson Group supports financial advisors across the
country, helping them grow their businesses and serve their clients
better. For more information, visit www.carsongroup.com.
*Combined AUM of CWM, LLC and NWCM.
Carson Partners offers investment advisory services through
CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a
division of CWM, LLC, is a nationwide partnership of advisors.
Carson Coaching and CWM, LLC are separate but affiliated companies
and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson
Coaching does not provide advisory services.
Investment advisory services offered through CWM, LLC, an SEC
Registered Investment Advisor. Carson Partners, a division of CWM,
LLC, is a nationwide partnership of advisors.
View original content to download
multimedia:https://www.prnewswire.com/news-releases/shane-hall-financial-teams-up-with-carson-group-to-drive-growth-302215650.html
SOURCE Carson Group