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Blog

Practice Management

How a Carson University Alum Turned Her Uber Driver into a Client on the Way to the Airport

Posted on February 26, 2020
Some people small talk with their Uber drivers, while others prefer silence. Carson University alum, Jessica Bost, made a different decision that landed her a new client (learn more about…
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Blog

Marketing & Business Development

12 Questions Every Advisor Should Ask When Building a Winning Content Marketing Strategy

Posted on February 24, 2020
Content marketing’s scope and importance keeps growing and growing. It includes videos, commercials, blogs, social media and more. Some advisors do it really well, but we’ve seen a lot who…
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Blog

Marketing & Business Development

From ‘Tested’ to ‘Proven in the Trenches’: 11 Ways Advisors Can Compete, Drive Value in an Evolving Industry

Posted on February 17, 2020
A lot has changed inside and outside the financial industry since 2005, when the first edition of “Tested in the Trenches” hit bookshelves. Technology, as an ever-changing entity, has been…
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Blog

Practice Management

Jamie Hopkins Expands Roles at Carson as New Managing Director of Carson Coaching

Posted on February 13, 2020
We are excited to announce Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®, as Managing Director of Carson Coaching – our nationally-recognized, esteemed advisor coaching program. Hopkins has served…
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Blog

Marketing & Business Development

The Savvy Advisor’s Guide to Retargeting

Posted on February 12, 2020
Let’s say a consumer visits your site. Maybe they poke around on a few pages, read about your firm – it sparks their interest. But they leave your site without…
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News

News

Retirement

How The SECURE Act Will Impact Young Savers And Investors

Posted on January 8, 2020
As a somewhat surprising end-of-year move, the SECURE Act was attached to a government funding bill. Why this is surprising isn’t because the bill was passed, but that it got…
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News

Business Development

Selling A Business In 2020? Take These 6 Steps Before St. Patrick’s Day

Posted on January 7, 2020
When you’re ready to sell your business, you want the highest possible return on your investment of time, energy and capital. That’s why it’s not enough to simply put your…
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News

Retirement

Why The SECURE Act Makes 2020 The Year Of Missed RMDs From IRAs

Posted on January 6, 2020
With Congress agreeing to pass the SECURE Act, which represents the first major retirement legislation since the Pension Protection Act of 2006, the required minimum distribution (RMD) rules that impact retirement…
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News

Practice Management

12 Year-End Money Strategies You Can’t Afford To Overlook

Posted on January 3, 2020
As year-end approaches, there’s still time to make sure you’re on track toward your important financial goals, including maximizing retirement savings and taking steps to reduce your tax exposure. Begin…
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News

Investment Experience

Congress Set To Pass SECURE Act At Last Minute, Impacting Retirement Planning And Increasing Taxes

Posted on January 2, 2020
Congress just agreed to a bipartisan appropriations bill that will help avert another government shutdown. However, attached to the spending bill is a piece of legislation called the Setting Every Community…
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Upcoming Events

IRA Planning After the SECURE Act

Upcoming Events

Regional Events

IRA Planning After the SECURE Act

March 3, 2020
Are you and your clients ready to rethink retirement planning? March 3   |   1 p.m. – 5 p.m.   |   Marriott Marquis Houston  |   4 CE Credits…
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IRA Planning After the SECURE Act

Upcoming Events

Regional Events

IRA Planning After the SECURE Act

March 4, 2020
Are you and your clients ready to rethink retirement planning? March 4   |   1 p.m. – 5 p.m.   |   Dallas - Hotel Crescent Court   |…
Learn More!
On Track with Technology: The CX and Gameplan Advantage

Upcoming Events

Webinars

On Track with Technology: The CX and Gameplan Advantage

March 5, 2020
How do your clients feel when they see your name on their phone or in an ad? Do they want to recommend your firm to their friends? Even the smartest…
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Webinars

Webinars

Insights

Quarterly Market Outlook – Q1

In this Quarterly Market Outlook webinar, we deliver some foresight on the markets and key indicators for the first quarter of 2020. Carson Senior Investment Strategist Scott Kubie and Senior…
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Webinars

Insights

10 End-Of-Year Tax Planning Tips for Advisors

End-of-year tax planning is one of the easiest ways for advisors to provide an ongoing reminder of the value they provide. But all too often, advisors shrink back from this…
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Webinars

Insights

The 2019 Advisor Marketing Plan

Join Carson’s Chief Marketing Officer, Jud Mackrill, to help you build an actionable, effective marketing plan for the coming year.

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View Webinar

eBooks

Download Our Complimentary Marketing ROI Tracker for Financial Advisors

eBooks

Marketing & Business Development

Download Our Complimentary Marketing ROI Tracker for Financial Advisors

Download Our Complimentary Marketing ROI Tracker for Financial Advisors Marketing only works if done consistently, results are tracked and measured, and activities refined. Do you want to know how your…
Learn More!
Complimentary Marketing Plan Template

eBooks

Marketing & Business Development

Complimentary Marketing Plan Template

Download Our Complimentary Marketing Plan Template Like other areas of your advisory business, marketing is more effective when it follows a strategy. With this template we’ll help you create an…
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Complimentary Marketing ROI Tracker for Financial Advisors

eBooks

Marketing & Business Development

Complimentary Marketing ROI Tracker for Financial Advisors

Complimentary Marketing ROI Tracker for Financial Advisors Marketing only works if done consistently, results are tracked and measured, and activities refined. Do you want to know how your marketing plan…
Learn More!
The Essentials of Succession Planning

eBooks

Succession Planning

The Essentials of Succession Planning

The Essentials of Succession Planning “Easy come, easy go” is a cliche that never applies to building your own financial advisory firm. Business doesn’t come easy, and it’s equally difficult…
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Videos

 

Videos

Ronsense

Ronsense: Thoughts from TD LINC

Posted on January 31, 2020
What Ron Carson is hearing on the ground from advisors at National LINC: 1. Massive industry consolidation 2. Elimination of transaction fees 3. Questions about the TD/Schwab merger Listen to…
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Videos

Ronsense

Ronsense: Lessons from Kobe Bryant

Posted on January 28, 2020
Thinking of those affected by the recent helicopter crash in Calabasas, including Kobe Bryant and his daughter. As Ron Carson puts it, there might be nothing more important than living…
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Videos

Ronsense

Ronsense: Doing The Things We Love

Posted on January 21, 2020
While at the Carson Retreat and in -6 degree weather, Ron Carson's focusing on passion prospecting and sharing advice on how to do what you enjoy most. Listen to this…
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Books

Proven in the Trenches

Books

Book

Proven in the Trenches

Author: Ron Carson
The face of financial services has evolved – and, along with it, the very nature of financial advice. In an increasingly complex world where people are starving for someone they…
Rewirement: Rewiring The Way You Think About Retirement!

Books

Book

Rewirement: Rewiring The Way You Think About Retirement!

Author: Jamie P. Hopkins
Common misconceptions, assumptions, and behavioral biases often prevent people from building robust and flexible retirement plans—and this is an enormous problem. If you don’t know your decisions are based on…
Get Wise to Your Advisor

Books

Book

Get Wise to Your Advisor

Author: Steven D. Lockshin
Steve Lockshin’s book, Get Wise to Your Advisor, will provide the tools for calculators that tell you most of what you need to know; from how much insurance you need…
Financial Jiu-Jitsu

Books

Book

Financial Jiu-Jitsu

Author: Scott Ford
In Financial Jiu-Jitsu, Scott Ford shows you how to overcome your emotions and state of mind to excel at your investing endeavors. Along the way, Ford teaches you fundamental skills…

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