Tyler Russell, CFP®, RICP®, and Jonathan Meaney, CFP®, AIF®, recently represented Carter Financial Management at the Raymond James Chairman’s Council Retreat in Denver.
Over the course of two days, they participated in a variety of sessions covering industry insights, innovative technology, and evolving best practices. These discussions not only provided valuable updates on the programs Raymond James will be launching but also sparked fresh ideas for enhancing the client experience.
We’re excited about the opportunities ahead and look forward to implementing new strategies and tools that will help us stay at the forefront of our profession—continuing to serve our clients with excellence.
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