40. Collaboration over Competition and Managing Expectations of Next-Gen Advisors, with Thomas Pargett of Carson Wealth
Competition in business is a tricky balance. A little bit is healthy and instigates creativity. Too much can hinder growth.
In the realm of financial advice, individuals can all learn from each other, and both young and experienced advisors can benefit. As the president of FPA of Nebraska for 2023 and the VP of Advisor Development at Carson Wealth, Thomas Pargett, CFP®, lives by the mantra, “Collaboration over competition.”
In this episode of “On the Circuit,” recorded at the Nebraska FPA Wealth Management Conference in October 2023 in Omaha, Thomas chats about his experience as a member of FPA and how he strives to create an inclusive community of advisors.
“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Season 2 finds Johnny recording live conversations with guests at industry conferences like Fearless Investing Summit and Nebraska FPA Wealth Management Conference (Johnny loves a good industry conference). In these jam-packed episodes, guests share advice, insights and dreams for the future of the industry.
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