Make Your Vision Reality

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

A Coach is Your Guide to Building Your Business

Grow Your Firm

Earn new business and strengthen relationships with effective, proven strategies.

Serve Your Clients

Your coach will help you strengthen your client relationships with integrity.

Leave an Impact

Overcome obstacles to move your firm forward and reach new levels of success.

What is Carson Coaching?

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.

More than 12,000 advisors have gone through the Carson Coaching program. Our community is filled with advisors who got focused, re-energized and back on track through the relationships they built with their coach and the community at large.

Carson Coaching Members Grow

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

Preston Cherry*

Specialty Coach
  • 15-plus Years in Wholesaling, Investment Management, and Financial Planning Experience
  • Founder & President of Concurrent Financial Planning
  • Assistant Professor of Finance & Personal Financial Planning, University of Wisconsin - Green Bay
  • PhD, CFP®
  • Doctorate of Philosophy (PhD), Personal Financial Planning, Texas Tech University
  • Bachelors of Business Administration in Finance, Prairie View A&M University

Gerry Herbison

Specialty 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

Craig Lemoine*

Specialty Coach
  • 20-Plus Years Wealth and Risk Management Experience
  • Financial Planning Program Director at University of Illinois
  • PhD, CFP®, MRFC®
  • Doctor of Philosophy (PhD), Texas Tech University
  • Bachelor’s of Financial Planning, Texas Tech University

Dana Holt*

Specialty Coach
  • 13 years at Fortune 300 financial services company
  • Former Estate Planning Attorney
  • CEO of HOLT Consulting
  • Founder of Turning Wealth Into What Matters™
  • Chair of Minnesota Planned Giving Council
  • JD, RICP, AEP®, CAP®
  • Juris Doctorate from Mitchell Hamline School of Law
  • Bachelor's Degree, Southern Illinois University

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

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

*Not an employee of Carson and is engaged as an independent contractor to provide services to Carson Coaching members

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:
  • 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 guides
  • Client-ready collateral and meeting checklists

Choose the Best Fit for You

Select the plan that best fits with your needs – regular calls with a dedicated coach, access to our online learning platform, or highly specialized consultations.

Carson Coaching Online

$149/ month
Access to hundreds of resources, training videos, client materials and more including:
  • On-Demand Video Courses
  • Preferred Strategic Partner Access to Service Providers
  • Checklists and Proven Processes
  • Sandler Training Advisor Accelerator Access
  • Business Forms and Worksheets
  • Live Webinar Access
  • Forums

Executive Business Coaching

$695/ month*
Your coach will walk through the framework of your business with you and blueprint your path forward.
  • Access to Carson Coaching Online
  • One hour calls each month with a dedicated executive business coach selected to fit your style and needs
  • Regular email communication with your dedicated coach
  • Expert team of over 15 professionals to support your needs

Specialty Coaching

Starting at$3,000
A series of consultations with a coach who is highly specialized in a specific area of expertise.
  • Choose the subject matter that you want to focus on (e.g. Advanced Higher Education Planning, Risk Management, Scalable, Fee-Only Processes, etc.)
  • Schedule a block of calls with a specialized coach at your convenience
*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.

See If Coaching Is Right For You

Is coaching right for you? What are your business’ biggest needs? What problems are present that you might not even realize? Our Coaching Readiness Quiz can help you determine if working with an executive business coach is right for you.

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
  • Regular email communication with your dedicated coach

Don’t Take Our Word For It

Coaching members typically see their firms grow 2.5 times faster than the industry average over a two-year period. Since we started the program in 1993, we have helped over 12,000 advisors grow and improve their firms.
According to (Registered Rep Magazine), twenty-percent of the nation’s
top 100 independent advisors can trace their roots to our community.

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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