Executive Business Coaching

Coaching for advisors who want to grow on their own terms, serve their clients with integrity and leave a lasting impact

How it Works

When you become a Coaching member, you’ll be assigned a business coach who will function as your guide, accountability partner and think tank. Your coach will walk you through any uncertainty, celebrate your successes and answer your questions.

You’ll have monthly calls with your designated coach, ongoing email support and access to Carson Coaching Online – your home for on-demand learning, resources and client-facing content.

A Full Coaching Roster

Supporting You

You don’t have just one coach working for you. There is a whole team of coaches with different backgrounds and strengths meeting regularly to provide additional support for your business. Our coaches discuss any hurdles, opportunities or challenges that advisors face. Not only do you get access to coaches with years of experience working with advisors like you, they are working with industry thought leaders to make sure you’re receiving relevant, actionable advice.

Meet Your Coach

Our coaches have decades of experience in financial services. They know what works and what doesn’t and have helped advisors across the country make small tweaks, big changes and everything in between. Your coach can help you completely overhaul areas of the business, streamline processes, gain wisdom and clarity, or just provide a steady voice while navigating life as a financial advisor.

Jessica Harrington

Executive Business Coach
  • Professional Certified Coach through ICF
  • Certified Kolbe™ Consultant
  • Formerly Practice Management Consultant, HD Vest Financial Services
  • Bachelor’s in Marketing from Grand Valley State University
  • Master of Science in Leadership, Organizational Development from University of Texas at Dallas

Greg Opitz

Executive Business Coach
  • Executive Business Coach at Carson since 2006
  • Director, CFP® Board of Standards – 7 years
  • Director, Student Service Center at College for Financial Planning – 4 years
  • MBA from University of South Dakota
  • Bachelor’s in Economics from University of South Dakota

Gerry Herbison

Executive Business Coach
  • Director of the CLF Program, The American College
  • Assistant Professor of Management Studies, The American College
  • DBA, ChFC®, CFP®, CASL®, CLF®
  • Doctorate in Business Administration, Wilmington University
  • Master’s in Management, The American College of Financial Services
  • Bachelor’s in Corporate Communications, Ithaca College

Michael Rose

Executive Business Coach
  • Executive Business Coach at Carson since 2016
  • Practice Management Consultant – 11 Years
  • Financial Advisor – 8 Years
  • Bachelor’s in Finance from Boston University

Tammy Breitenbach

Executive Business Coach
  • Principal Consultant, Catalyst Partners – 10 years
  • Director of Practice Management and Sales Development, H&R Block – 7 years
  • Executive MBA from Henry W. Bloch School of Business, University of Missouri-Kansas City
  • Bachelor’s in Journalism from Kansas State

J.J. Peller

Executive Business Coach
  • Financial Advisor, Merrill Lynch – 5 years
  • Consultant, Public Speaker, Trainer – 3 years
  • Bachelor’s in Economics, Wabash College

What You Receive

Your dedicated coach will consult on every area of your firm: marketing, investing, client relationships, budgeting, hiring and much more.

Monthly Calls

You and your coach will touch base monthly to discuss:

Regular Email Communication

Your coach is always available via email to help:

Access to Carson Coaching Online

Online learning and resources, including:
  • Recent victories or challenges you’ve seen
  • Areas you want help to improve
  • Metrics you want to hit as you grow
  • Updates on your key initiatives
  • And anything else you want to discuss
  • Navigate a difficult client
  • Provide guidance on market downturns
  • Land important prospects
  • Provide accountability
  • Work through unforeseen problems
  • Specialized training videos
  • Full online courses
  • Preferred access to service providers
  • Topic-specific guide
  • Client-ready collateral and meeting checklists
$695/ month *
* A one-time registration fee of $1,000 will be assessed when you sign up. This plan continues at $695 per month after the initial 12-month period.

Looking for a short-term coaching solution?

We offer six months of coaching for $995/ month
Contact us to get started. **

Monthly Calls

You and your coach will touch base monthly to discuss:
  • Recent victories or challenges you’ve seen
  • Areas you want help to improve
  • Metrics you want to hit as you grow
  • Updates on your key initiatives
  • And anything else you want to discuss

Regular Email Communication

Your coach is always available via email to help:
  • Navigate a difficult client
  • Provide guidance on market downturns
  • Land important prospects
  • Provide accountability
  • Work through unforeseen problems

Access to Carson Coaching Online

Online learning and resources, including:
  • Specialized training videos
  • Full online courses
  • Preferred access to service providers
  • Topic-specific guide
  • Client-ready collateral and meeting checklists
$695/ month *
* A one-time registration fee of $1,000 will be assessed when you sign up. This plan continues at $695 per month after the initial 12-month period.

Looking for a short-term coaching solution?

We offer six months of coaching for $995/ month
Contact us to get started. **
** A one-time registration fee of $1,500 will be assessed when you sign up.

Don’t Take Our Word for It

"I feel like I have an all-access pass to what’s behind the curtain to the largest and best run RIAs and planning firms in the country. The results for me and my firm have surpassed my expectations."
“The program has positively impacted so much of what we do – from how we communicate with our clients, to how we were an early adopter of financial planning and aggregation with software, how we structured our team, to the events we host and the love affair marketing efforts with our clients.”
“The processes, business development and systems provided over the years helped me shape my practice, internal drive and beliefs. It was the relevance and impact of being part of this community that helped me work towards being more involved in the financial services industry as a whole.”

Blueprint Your Life

Growing your firm starts with mapping out your business – and your life.

We created the Blueprinting Guide to help you uncover your “Why,” both personally and professionally. Your coach will use your personalized blueprint to help you live your life by design, not default.
Get started by completing the exercises in the guide, including:
  • Identifying your values
  • Discovering your purpose
  • Developing your mission statement, and much more!

Get Started Today

Interested in joining the Carson Coaching community? Let’s chat! We’ll get you started down the path that’s right for your firm.
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