Upcoming Events

We’ve got a lot going on, and we want you to be a part of it! Check out our upcoming events for financial advisors and consider joining us.

Webinars

CIA EVENTS

LIVE Webcast: Why I Left LPL with Ron Carson

February 28, 2018
3:00 – 4:00 p.m. CST

Join Barron’s Hall of Fame Advisor Ron Carson for this live event, where he’ll discuss the state of the advisory profession and some of the factors that led to his decision to make a broker dealer change after 28 years with LPL. Plus, Ron will answer your questions at the end of the webinar, so you won’t want to miss this live broadcast!

VIEW WEBINAR RECORDING

CIA EVENTS

Webinar: Quarterly Market Outlook – Q2 2018

April 9, 2018
4:00 p.m. EST / 3:00 p.m. CDT / 1:00 p.m. PDT

Scott Kubie, Senior Investment Strategist on the Carson Group Partners Investment Committee, presents a new year outlook on the markets. Scott will share an assessment of:

  • Macroeconomic trends
  • Fundamental insights on the equity markets
  • Risk analysis & investor sentiment
  • The single most important thing that every advisor should be watching right now

VIEW WEBINAR RECORDING

CIA EVENTS

Webinar: Growing Your Practice: How To Wrangle The M&A Opportunity

April 19, 2018
4:00 p.m. EST / 3:00 p.m. CDT / 1:00 p.m. PDT

M&A is a hot topic right now among advisors who are seeking exponential growth, or looking to exit the business. But how do you know if it’s the right strategy for your firm? Join Carson Group thought leaders, Executive Business Coach Greg Optiz and Vice President of Mergers & Acquisitions Jason Carver, where they’ll answer:

  • What is the market opportunity for M&A?
  • Am I ready for M&A?
  • What do I evaluate in an M&A opportunity?
  • How do I actually do the deal?

REGISTER

CIA EVENTS

Webinar: Evaluating Partners: What Got You Here, Won’t Get You There

April 26, 2018
4:00 p.m. EST / 3:00 p.m. CDT / 1:00 p.m. PDT

In the complex environment that financial advisors are currently navigating, adaptability quotient is the key to future success. Understanding that what got your business to where it is today is not likely to get you to where you need to go tomorrow is a fundamental truth. Join Carson Group thought leaders, Founder & CEO Ron Carson and Executive Business Coach Greg Optiz, as they discuss:

  • Why AQ—adaptability quotient—is so important
  • What is needed for your firm to thrive in the future
  • How partnerships will impact (or hinder) your success
  • What to do today, to set up growth and success for tomorrow

REGISTER

CIA EVENTS

Webinar: How FOMO Influences Investor Behavior & Market Volatility

May 10, 2018

Registration coming soon.

In-Person Events

Atlanta, GA

April 20, 2018 – 9 am to 3 pm EDT
Westin Buckhead Atlanta  |  3391 Peachtree Rd NE, Atlanta, GA 30326

Join Ron Carson and members of the Carson Group team for a FREE 1-day workshop near you, where Ron and his team will teach you these 5 things that will help you double your business size.

What You And Your Team Will Learn:

  • What’s Actually Profitable To Do & What’s A Waste Of Your Time
  • Find Out What Your Business Is Really Worth
  • How To Remove The 3 Stumbling Blocks That Keep Your Business From Growing
  • How To Differentiate Your Brand From Every Other Advisor Out There
  • How To LOVE What You Do, Each And Every Day

REGISTER

Carson Group Partners Stacked Logo

Omaha, NE: From Prospect To Client: A Barron’s Hall of Fame Experience

April 25 -26, 2018
Carson Group Headquarters  | 13321 California Street, Omaha, NE

We’ve unlocked the secret to growing your business! Our partner advisors are growing 41.29% AUM annually, have increased their happiness 33% and have 37% more time in their day.

How are they doing it? It comes down to three things:

  • Remove Broker Dealer Friction
  • Integrated Technology
  • Outsource Investment Management

Join us in Omaha to look under the hood. We only have seats for a limited number of advisors and you could really benefit from the insight that will be shared. Reserve you seat to attend and our team will reach out to help you coordinate your trip to Omaha.

REGISTER

Carson Group Partners Stacked Logo

Detroit, MI: From Prospect To Client: A Barron’s Hall of Fame Experience

May 17, 2018
Detroit Athletic Club | 241 Madison Street, Detroit, MI 48226

We’ve unlocked the secret to growing your business! Our partner advisors are growing 41.29% AUM annually, have increased their happiness 33% and have 37% more time in their day.

How are they doing it? It comes down to three things:

  • Remove Broker Dealer Friction
  • Integrated Technology
  • Outsource Investment Management

Join us in Omaha to look under the hood. We only have seats for a limited number of advisors and you could really benefit from the insight that will be shared. Reserve you seat to attend and our team will reach out to help you coordinate your trip to Omaha.

REGISTER

Washington, D.C.

May 25, 2018 – 9 am to 3 pm EDT
Bethesda Marriott | 5151 Pooks Hill Road, Bethesda, MD 20814

Join Ron Carson and members of the Carson Group team for a FREE 1-day workshop near you, where Ron and his team will teach you these 5 things that will help you double your business size.

What You And Your Team Will Learn:

  • What’s Actually Profitable To Do & What’s A Waste Of Your Time
  • Find Out What Your Business Is Really Worth
  • How To Remove The 3 Stumbling Blocks That Keep Your Business From Growing
  • How To Differentiate Your Brand From Every Other Advisor Out There
  • How To LOVE What You Do, Each And Every Day

REGISTER

Save the Date!

Carson Group Women’s Retreat
November 11-12, 2018

Join us for this unique gathering of female financial professionals at the Carson Group Lodge.