40 Lessons from 40 Years

When:  May 11, 2021 from 3:00 PM to 4:00 PM (ET)
The May 2021 Business Success Knowledge Circle will be held on Tuesday, May 11th at 3 pm ET.

Guest speaker Larry W. Carroll will be presenting, "40 Lessons from 40 Years."

In this session Larry W. Carroll, CFP® founder of Carroll Financial Associates, Inc. will review his top 40 lessons learned from his 40 years of running a business and serving his clients. He will cover a variety of topics including how to set goals, know your key numbers, and provide excellent service and communication. He will also discuss how to add long-term value to your clients, surround yourself with people who will help you grow, and set yourself apart from the competition.

With this simple approach to financial planning, Larry Carroll established Carroll Financial Associates in 1980. The firm currently manages or supervises over $4 billion in advisory and brokerage assets and employs 30 CERTIFIED FINANCIAL PLANNER™ practitioners.

Over the years, Carroll Financial has grown into a large independent financial planning and investment management firm, but that core philosophy has never changed. Our focus is the same today as it was in 1980 – we are committed to our clients’ best interests.

Larry provides investment management and retirement income planning for retirees and pre-retirees throughout the Carolinas. He believes that managing money for retirees is more about controlling risk than about maximizing returns. For most of his clients, the primary goal is making sure that they can receive an income from their assets for the rest of their lives.

Please note, this Knowledge Circle will run a little different.  The registration link will take you to our new Learning Management System at fpalearning.onefpa.org.  You will register here and on the day of the webinar you access the call by going to this website and going to your dashboard.


Online Instructions: