Learning Center

Business Success Knowledge Circle: 40 Lessons from 40 Years

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Includes a Live Event on 05/11/2021 at 1:00 PM (MDT)

In this session Larry W. Carroll, CFP® founder of Carroll Financial Associates, Inc. will review his top 40 lessons learned from his 40 years of running a business and serving his clients. He will cover a variety of topics including how to set goals, know your key numbers, and provide excellent service and communication. He will also discuss how to add long-term value to your clients, surround yourself with people who will help you grow, and set yourself apart from the competition.

Larry W. Carroll, CFP®

Founder

Carroll Financial Associates, Inc.

With this simple approach to financial planning, Larry Carroll established Carroll Financial Associates in 1980. The firm currently manages or supervises over $4 billion in advisory and brokerage assets and employs 30 CERTIFIED FINANCIAL PLANNER™ practitioners.

Over the years, Carroll Financial has grown into a large independent financial planning and investment management firm, but that core philosophy has never changed. Our focus is the same today as it was in 1980 – we are committed to our clients’ best interests.

Larry provides investment management and retirement income planning for retirees and pre-retirees throughout the Carolinas. He believes that managing money for retirees is more about controlling risk than about maximizing returns. For most of his clients, the primary goal is making sure that they can receive an income from their assets for the rest of their lives.

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Business Success Knowledge Circle: 40 Lessons from 40 Years
05/11/2021 at 1:00 PM (MDT)   |  60 minutes
05/11/2021 at 1:00 PM (MDT)   |  60 minutes In this session Larry W. Carroll, CFP® founder of Carroll Financial Associates, Inc. will review his top 40 lessons learned from his 40 years of running a business and serving his clients. He will cover a variety of topics including how to set goals, know your key numbers, and provide excellent service and communication. He will also discuss how to add long-term value to your clients, surround yourself with people who will help you grow, and set yourself apart from the competition.
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available