Chicago, Illinois – May 10, 2019– Carson Coaching, the nation’s premier financial advisor coaching program, is thrilled to announce that Endeavour Wealth Managementhas won its 2019 Emerging Firm of the Year Award.
Carson Coaching, a consulting company that provides coaching for financial advisors all over the country, annually honors a financial planning firm from among its members that has shown outstanding growth and significantly enhanced its service to clients and the community.
Grant White, Portfolio Manager and Investment Advisor at Endeavour, received the award May 10 in Chicago, Illinois, during Excell 2019 – Carson’s annual conference attended by over 1,000 of the best and brightest in the financial industry.
Endeavour, a firm located in Winnipeg, Manitoba, Canada, was chosen from among some of the top wealth management practices in the nation.
The last year was a big one for White and his team – his advisory team added two new advisors, left its bank-owned dealer and started its own independent business in partnership with IA Securities. These changes were client-centric. Leaving its dealer gave the firm more options in the services it could provide clients. Its new hires increased the number of client-facing stakeholders, and the firm nurtured a culture of treating the client as stakeholders would like to be treated.
The firm’s mission is to lead change and move industry standards forward by providing unparalleled financial services and experiences, utilizing transparent ethical business practices, leading by example and encouraging other professionals to do the same.
Carson serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching, and Carson Partners. The conglomerate of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. All three organizations are headquartered in Omaha, Nebraska, and share a common mission to be the most trusted for financial advice. For more information, visitwww.carsongroup.com.
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.
Carson Group Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Carson Group Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Group Coaching does not provide advisory services.
This document has been prepared by Carson Group Partners.
iA Securities is a trademark and business name under which Industrial Alliance Securities Inc. operates