FPA members receive discounted rates when booking Carson Coaching speakers for local chapter events. You can view available speakers and fill out a request form below.

Speakers

Jamie Hopkins
Managing Partner of Wealth Solutions
Booking Rate:
$3,000
Covered Topics:
  • Behavioral finance
  • Tax planning
Jamie Hopkins
Erin Wood
Senior Vice President, Financial Planning & Advanced Solutions
Booking Rate:
$3,000
Covered Topics:
  • Behavioral Finance
  • Financial planning: Looking outside of retirement and focusing on what’s happening in your client’s lives right now
  • How to use tech in a more scalable way
Erin Wood
Dr. Julie Ragatz
Vice President, Next Gen and Advisor Development Programs
Booking Rate:
$3,000
Covered Topics:
  • Building and maintaining trust with clients
  • Developing the next generation of financial professionals
  • How insights from behavioral economics can help you understand your clients
Dr. Julie Ragatz
Mary Kate Gulick
Chief Marketing Officer
Booking Rate:
$3,000
Covered Topics:
  • Brand building
  • Content marketing
Mary Kate Gulick
Ana Limon
Director, Coaching and Advisor Content
Booking Rate:
$3,000
Covered Topics:
  • Writing bootcamp: how to get started writing for industry publications
  • Implementing DEI initiatives in your firm
Ana Limon
Jacqueline Campbell
President, CEO & Senior Wealth Advisor at Alexander Legacy Private Wealth
Booking Rate:
$3,000
Covered Topics:
  • Developing the Next Generation of Financial Advisors
  • Women and Wealth Empowerment
  • Generational Wealth and Legacy Planning
  • Next Gen and Emerging Investors - "Where do I begin"
  • Philanthropic and Charitable Planning
Jacqueline Campbell
Craig Lemoine
Specialty Coach
Booking Rate:
$3,000
Covered Topics:
  • Four Answers Financial Planners Should Know About Crypto
  • Biting Back at Inflation; Bucketing, Retirement Strategies and Interest Rates
  • Hiring, Coaching and the Power of Adding Young Professionals to Your Practice
Craig Lemoine
Sarah M. Cain
Vice President, Coaching & Consulting
Booking Rate:
$3,000
Covered Topics:
  • Creating a mindset for success
  • Leading a purpose-driven firm/balancing purpose and profit/maximizing your impact
  • Building a solid foundation for growth (service model, processes and procedures, org structure, etc.)
Sarah M. Cain
Dr. Gerry Herbison
Executive Business Coach
Booking Rate:
$3,000
Covered Topics:
  • High Performance teams with a focus on psychological safety (shown to be one of the most important factors in productivity)
  • Change management
  • Communication skills (focus on clarity)
  • Team engagement
  • Delegation and Accountability
  • Planning for the new normal (when COVID quiets down)
Dr. Gerry Herbison
Michael Rose
Executive Business Coach
Booking Rate:
$3,000
Covered Topics:
  • Niche marketing success: business owner transition consulting
  • Organizational design as a foundation for growth
  • Transitioning from advisor to CEO
Michael Rose
Greg Opitz
Executive Business Coach
Booking Rate:
$3,000
Covered Topics:
  • Creating mission value proposition and a story that creates vision and drives growth
  • Differentiating and branding your planning process
  • Implementation: those who implement win
Greg Opitz
Tammy Breitenbach
Executive Business Coach
Booking Rate:
$3,000
Covered Topics:
  • Managing People for Maximum Performance
  • How to Outsource Effectively
  • Influential Leadership
Tammy Breitenbach
J.J. Peller
Executive Business Coach
Booking Rate:
$3,000
Covered Topics:
  • Power of Positivity
  • Mindset for Maximizing Potential
  • Effective Communication Skills
J.J. Peller
Jessica Harrington
Executive Business Coach
Booking Rate:
$3,000
Covered Topics:
  • Kolbe
  • Creating an exceptional client experience
  • Tips for creating an ideal hybrid work culture
  • Ways to streamline your business (processes and systematization)
Jessica Harrington
Scott Wood
Vice President, Coaching Growth Programs
Booking Rate:
$3,000
Covered Topics:
  • Building a Vision Plan for Growth
  • Preparing for Growth
  • Creating Connection with Prospects: Value Story
Scott Wood

Book a Speaker

If you would like to book a Carson Coaching speaker for your event, please fill out and submit the form provided.
Name(Required)
MM slash DD slash YYYY
Location(Required)