Inspired, Emerging Advisors Need Apply

The Emerging Advisor Growth Accelerator program is designed to help advisors master the business development and interpersonal skills crucial to growing and finding success in the industry.

New advisors like you are joining the industry or new firms with more financial planning knowledge than ever before – but lack the business development and client relationship training necessary to find sustainable success. Let’s fix that.

Learn Today to Grow Tomorrow

The Emerging Growth Accelerator is an intensive nine-week program led by two of Carson’s Executive Business Coaches designed to quickly improve advisors’ skill in key areas for growth:

Goal-setting

Determine the path that will help you get to where you want to be in one year, 5 years, 10 years, and beyond.

Productivity

Learn how to efficiently and effectively accomplish tasks crucial to growth.

Business development

Create a business development plan and focus on blueprinting, your personal brand and your value story to attract the right clients.

Prospecting conversations

Learn how to create introductions from existing clients, cultivate your COIs and convert prospects to clients.

Who Should Join?

The program is built for advisors who are:

  • New to the industry or have fewer than five years of experience as an advisor
  • Aligned with an established firm that provides strong value story and support structure
  • Focused and committed to personal and professional growth
  • Excited to work hard to create success
  • Manage less than $25M AUM ($250,000 annual revenue equivalent)

Program Setup

Each small-group cohort (12 members or less) meets regularly for nine weeks for group coaching and a learning lab to put new skills into practice. In between group coaching, you will work individually and in small groups on practical activities.

Weekly group coaching sessions led by a Carson Executive Business Coach

(90 minutes)

Weekly small-group practice sessions

(60 minutes)

Weekly individual pre-session work

(120 minutes)

What to Expect

A structured program designed to deliver tangible results, created and led by Carson Executive Business Coaches
Built-in study group of other success-focused advisors
Access to hundreds of scripts, resources, training videos and more through Carson Coaching Online
Ability to learn from experienced advisors during Tuesday Morning Advisor Coffee sessions
20% discount on the first year of one-on-one coaching following program completion

Meet the Coaches

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

J.J. Peller

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

What Advisors Are Saying About the Program

I knew to grow I needed to be pushed out of my comfort zone, this program did that for me. I received a lot of good information and I'm implementing it to help my growth.
I love the program! Very insightful and everyone gives feedback for growth and confidence to succeed.
This program is an ideal for advisors who are looking to learn how to better organize your practice and convey your value as an advisor. The EAGA coaches do a great job of pushing us along and helping us take significant strides in a short period of time!
Own your business, do not let it own you. Great program to organize yourself and expedite you on a plan of where you want to go.
If you need an experience that allows you to re-focus, re-assess and improve your plan to grow and develop a financial planning practice, this is the course for you.
You may be doing all the right things, but if you aren’t sure of yourself along the way, you’ll hold yourself back and short-serve clients because you’ll be focused on your own confidence-building. EAGA is the solution for all this – jump in and build confidence in your process.

EAGA Scholarships

In an effort to promote greater diversity in the financial services industry, Carson Coaching is offering scholarships to our EAGA program for individuals from marginalized groups.

Got Questions?

If you’re considering applying but want to get all the details first, our team is happy to help. Schedule a free consultation to discuss how the Emerging Advisor Growth Accelerator program can help you take the next step in your development..

Grow the Right Way

New cohorts for the Emerging Advisor Accelerator Program start throughout the year! Click here to apply for our July 2021 start dates! Please send your application to coaching@carsongroup.com.