Carson Wealth’s Russ Nieland, CFP®, AIF®, Managing Director, Partner and Wealth Advisor and Justin Schultes, CFP®, AIF®, MBA Partner and Wealth Advisor discuss the structure of our office here in Cedar Rapids, Iowa.
August 23, 2024
Our Office Structure
Key Takeaways
- There are three main ways to structure a financial advisory practice—solo, silo, and ensemble (team).
- We have chosen to structure as an ensemble practice to provide exceptional client service and have a built-in succession plan.
- Other benefits of an ensemble practice include: we win (and lose) as a team, it professionalizes the firm, and we are able to build a team of subject matter experts in multiple areas of financial planning.
