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

Coach’s Playbook Webinar with Ron Carson & Executive Coach Greg Opitz

January 18, 2018
11:00 am – 12:00 p.m. CST

Ron Carson and Executive Business Coach Greg Optiz discuss current findings about the financial advisory profession–gleaned from talking to more than 5,000 advisors and conducting extensive industry research–and what they mean for advisors who want to remain in business and grow. In this coaching webinar for financial advisors, we’ll cover the topics our Executive Business Coaches are asked about most by the advisors they work with:

  • Human Capital – how to build and manage your team
  • Technology Integration – why technology is so important and how to choose the right solution
  • Marketing & Asset Growth – how to get more assets in the door to grow your firm
  • Business Value & Succession Planning – what your firm is really worth and what your legacy will be

REGISTER NOW

Recording will be available following the live broadcast.

CIA EVENTS

Are you an Anchor or an Engine?

January 25, 2018
11:00 am – 12:00 p.m. CST

Join Ron Carson and Scott Ford as they discuss research findings on what is helping advisors grow and what is holding them back. If you want to maximize value in your firm — whether that’s firm growth, client experience, actual firm valuation or something else — engine thinking is the mindset you need. In this Executive-level discussion for financial advisors, we cover:

  • What 3 things are high-growth advisors doing right
  • What is holding other advisors back from growing
  • What can do you do about it?

REGISTER NOW

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!

REGISTER NOW

CIA EVENTS

Q1 Quarterly Market Outlook Webcast

January 8, 2018

Scott Kubie, Senior Investment Strategist on the Carson Institutional Investment Committee, presents a new year outlook on the markets.

WATCH RECORDING

In-Person Events

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Los Angeles, CA

January 26, 2018 – 9 am to 3 pm PST
JW Marriott LA LIVE | 900 West Olympic Boulevard, LA 90015

Join Ron Carson and members of the Carson Group team for an in-person event near you in 2018. In these full-day sessions, we share strategies, tools and actionable takeaways to help you focus on the key areas of importance to advisors today:

  • How to optimize practicing your trade
  • How to achieve balance in your personal & professional life
  • How to build a sustainable firm & legacy with tangible value
  • How to get your business growing 

REGISTER

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Orlando, FL

February 2, 2018 – 9 am to 3 pm EST
Grand Bohemian Hotel Orlando  |  325 Orange Ave, Orlando, FL 32801

Join Ron Carson and members of the Carson Group team for an in-person event near you in 2018. In these full-day sessions, we share strategies, tools and actionable takeaways to help you focus on the key areas of importance to advisors today:

  • How to optimize practicing your trade
  • How to achieve balance in your personal & professional life
  • How to build a sustainable firm & legacy with tangible value
  • How to get your business growing 

REGISTER

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Seattle, WA

March 9, 2018 – 9 am to 3 pm PST
Seattle Marriott Bellevue | 200 110th Avenue NE, Bellevue, WA 98004

Join Ron Carson and members of the Carson Group team for an in-person event near you in 2018. In these full-day sessions, we share strategies, tools and actionable takeaways to help you focus on the key areas of importance to advisors today:

  • How to optimize practicing your trade
  • How to achieve balance in your personal & professional life
  • How to build a sustainable firm & legacy with tangible value
  • How to get your business growing 

REGISTER

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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 an in-person event near you in 2018. In these full-day sessions, we share strategies, tools and actionable takeaways to help you focus on the key areas of importance to advisors today:

  • How to optimize practicing your trade
  • How to achieve balance in your personal & professional life
  • How to build a sustainable firm & legacy with tangible value
  • How to get your business growing 

REGISTER

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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 an in-person event near you in 2018. In these full-day sessions, we share strategies, tools and actionable takeaways to help you focus on the key areas of importance to advisors today:

  • How to optimize practicing your trade
  • How to achieve balance in your personal & professional life
  • How to build a sustainable firm & legacy with tangible value
  • How to get your business growing 

REGISTER