Upcoming

Events

Our events are the closest thing to being a Carson Partner and a great opportunity to see if we’re the right fit for you. We’re on the road year-round meeting amazing advisors who want to provide incredible experiences for their clients and prospects.

We also offer hands-on, interactive webinars about topics that meet you right where you are today – no travel necessary. Both give you the chance to see how we think, experience our technology and get your questions answered. We’re looking forward to seeing you soon!

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Upcoming Events

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Webinars

Closing the Deal: How To Turn A Lead Into A Client

November 14 @ 1:00 pm - 2:00 pm
Converting leads into clients is the foundation of any successful practice. Each prospect is unique. Whether they’ve downloaded a guide off your website or are a cold lead you just met, how can you educate and motivate them without applying too much pressure? Join us Thursday, Nov. 14, at 1 p.m. CT, when Scott Wood – Carson Executive Business Coach – moderates a Q&A with Carson Wealth Managing Partners Scott Ford and Michael David....
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Omaha Events

Carson University

November 18 - November 22
Carson University is designed to help advisors develop the skill sets required to work with clients throughout the journey from prospect to client, and beyond. The curriculum will focus on how to effectively engage with clients, and leverage Carson Group tools and resources to maximize efficiency. This will be accomplished by leveraging our Carson Wealth, Carson Coaching and Carson Partners experts. By exposing attendees to several...
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Webinars

4 Steps to Choosing the Right Succession Plan

November 21 @ 1:00 pm - 2:00 pm
Succession planning can feel like just another thing on your plate – one you put off for a long time. Why should you plan for the end when you’re still growing your business? Well, you’re not alone. Only 40% of advisors have a solid succession plan in place. Clearly, something is holding more than half of advisors back. Join us Thursday, Nov. 21, at 1 p.m. CDT for our webinar: “4 Steps to Choosing the Right Succession Plan.” Jason Carver,...
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