It’s Time to Prioritize Progress

Introducing a new online course on diversity, equity and inclusion from top minds in the industry and Carson Coaching Online.
“Missed Opportunity: Diversity, Equity and Inclusion in the Financial Services Industry” is available to everyone in the financial industry at no cost. Through videos, on-screen activities, reading and downloadable resources, four of the top DEI minds will help you lead a more forward-focused firm and a diverse and inclusive life, personally and professionally.

Why DEI and Why Now?

Many advisors know it’s time to make a change – but they don’t know where or how to start. This course aims to guide and inspire as advisors learn and grow with actionable steps.

Meet the Pros

Marguerita Cheng

CEO of Blue Ocean Global Wealth

Sonya Dreizler

Industry Consultant, 14-year financial and investment industry veteran

Dr. Ajamu Loving

Assistant Professor of Finance at The University of North Texas at Dallas

Jocelyn Wright

Founder and CEO of Ascension Wealth Management LLC

Carson Coaching Online

Gain access to other resources and training available at your fingertips. Hundreds of advisors already belong to the Carson Coaching community and use the learning platform to grow their business at their own pace. Sign up for a free 10-day trial of Carson Coaching Online.

The information included herein is for informational purposes and is intended for use by advisors only, and should not be copied, reproduced, or redistributed without the consent of CWM, LLC. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.