Growth Through Acquisition Carson Group's strategic acquisitions, including Twpteam and Taylor Financial Group, demonstrate an active growth strategy and a willingness to integrate new assets. This indicates an opportunity to offer tailored solutions that support smooth integrations, onboarding, and scalable technology systems for acquired firms.

Expanding Market Presence The company's recent expansion with new offices in Orlando highlights their focus on increasing geographic reach. Sales opportunities could include location-specific marketing, local client engagement tools, and regional compliance solutions to support their growth footprint.

Technology Adoption Leveraging modern tools like Zocks AI platform and hiring a new CTO suggests Carson Group values innovative technology. There is potential to provide advanced CRM, data analytics, and AI-driven engagement solutions that enhance advisor productivity and client insights.

Mentorship & Talent Development The launch of a mentorship program indicates a focus on developing next-generation advisors. This opens opportunities for talent management solutions, training platforms, and leadership development tools tailored to financial advisory firms.

Financial Scale & Potential With assets under management exceeding $48 billion and annual revenues between 1 million to 10 million, Carson Group is well-positioned for upsell of premium financial technology, compliance, marketing automation, and client engagement services to support their scale and operational efficiency.