CIA is an alliance of growth-minded advisors, whose partners include TD Ameritrade and Envestnet.
CIA will offer members access to Carson Wealth’s research and five model investment portfolios, a co-branded iPad app for advisors to use with clients, and marketing assistance, including lead generation.
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CIA claims that its iPad app will allow for an unprecedented level of communication with clients and offers advisors the ability to more effectively position and co-brand their firm with a leader in the independent space.
Commenting on launch of the new company, Carson said: "I wanted to fill an un-met need in the marketplace, and that was to provide independent advisors with an easy-to-implement system that would turbo-charge their ability to provide outstanding service to their clients while growing their business. Today’s advisor-client relationship needs to focus on trust, accountability and transparency — CIA empowers that relationship.
Aaron Schaben, managing director of CIA said, "In developing this service, the idea was not to replicate, or try to improve upon, a flawed system. Our goal was to build a remarkable system from scratch for advisors and consumers.
"We’ve taken Ron’s validated model for building a streamlined practice, added years of experience coaching advisors, and put it all on steroids. This is a game-changer," Schaben added.
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