Insights

Blog

Blog

Coaching

An Introverted Financial Advisor’s Guide to Asking for Client Referrals

Posted on May 20, 2020
Referrals are essential to your business’s growth. I’ve worked with coaches who say some of their best clients have come from referrals. Yet when I ask about their strategy for…
Continue Reading!

Blog

Podcast

Rethinking Fees and Challenging the Status Quo with Rick Ferri

Posted on May 18, 2020
This week, Jamie Hopkins talks with Rick Ferri, a CFA who is rethinking the way we charge clients and how we provide service as financial professionals. Rick went from the…
Continue Reading!

Blog

Podcast

Fearless Investing and Continual Innovation with Aaron Klein

Posted on May 11, 2020
This week, Jamie Hopkins talks with Aaron Klein. Aaron is the founder and CEO of Riskalyze and a Snappy Kraken board member. Since founding Riskalyze nearly a decade ago,  Aaron…
Continue Reading!

Blog

Podcast

Framework: Consistency, Process and Coaching Champions with Bob Bowman

Posted on May 4, 2020
This week, Jamie Hopkins talks with legendary coach Bob Bowman. Bob is the current head coach of the Arizona State University swim team and the head coach for the U.S.…
Continue Reading!

Blog

Podcast

Framework: Writing, Retirement Planning and Innovating with Wade Pfau

Posted on April 28, 2020
Dr. Wade Pfau is the founder of Retirement Researcher, a retirement-focused firm that uses modern and sound academic research to help clients build a retirement plan.  Wade is also the…
Continue Reading!

News

News

Business Development

Ron Carson’s New Book Highlights 11 Proven Principles to Help Advisors Reinvent Their Value

Posted on May 12, 2020
Omaha, Nebraska – May 12, 2020 – As financial services—along with every other industry—experiences the implications of a global pandemic and a volatile market, many advisors are grasping for ways to better…
Continue Reading!

News

Retirement

I’m Retired and Claim Social Security — Do I Still Get the $1,200 Stimulus Check?

Posted on April 13, 2020
Many Americans are expecting a check from the federal government within the next month, as part of a stimulus package intended to provide the country financial relief as COVID-19 stresses…
Continue Reading!

News

Operations

Advisors Wrap Their Heads Around $2tn Stimulus Package

Posted on April 10, 2020
President Donald Trump signed a $2tn Coronavirus stimulus bill. The bill — known formally as the Coronavirus Aid, Relief and Economic Security Act (CARES Act) — has a number of…
Continue Reading!

News

Business Development

Change Management Expert Gerry Herbison Joins Carson Coaching

Posted on April 8, 2020
Omaha, NE – April 8, 2020 – Carson Group, one of the fastest growing financial services firms in the country, today announced that the firm’s nationally-recognized, top-ranked advisor coaching program,…
Continue Reading!

News

Business Development

‘Business as usual’: Coronavirus hasn’t hurt Omaha-area construction projects

Posted on April 6, 2020
It’s full speed ahead right now at many Omaha-area construction and redevelopment sites. Some might even be accelerated. That’s the word from multiple developers and construction leaders who said the…
Continue Reading!
Array ( [showposts] => 3 [post_type] => tribe_events [meta_query] => Array ( [0] => Array ( [key] => _EventStartDate [type] => DATETIME ) [relation] => AND [1] => Array ( [key] => _EventStartDate [value] => 2020-05-25 23:11:25 [compare] => >= [type] => DATETIME ) ) [orderby] => _EventStartDate [order] => ASC [tax_query] => Array ( [0] => Array ( [taxonomy] => tribe_events_cat [field] => term_id [terms] => Array ( [0] => 159 [1] => 1059 [2] => 2346 [3] => 2350 ) [operator] => IN ) ) [error] => [m] => [p] => 0 [post_parent] => [subpost] => [subpost_id] => [attachment] => [attachment_id] => 0 [name] => [pagename] => [page_id] => 0 [second] => [minute] => [hour] => [day] => 0 [monthnum] => 0 [year] => 0 [w] => 0 [category_name] => [tag] => [cat] => [tag_id] => [author] => [author_name] => [feed] => [tb] => [paged] => 0 [meta_key] => [meta_value] => [preview] => [s] => [sentence] => [title] => [fields] => [menu_order] => [embed] => [category__in] => Array ( ) [category__not_in] => Array ( ) [category__and] => Array ( ) [post__in] => Array ( ) [post__not_in] => Array ( ) [post_name__in] => Array ( ) [tag__in] => Array ( ) [tag__not_in] => Array ( ) [tag__and] => Array ( ) [tag_slug__in] => Array ( ) [tag_slug__and] => Array ( ) [post_parent__in] => Array ( ) [post_parent__not_in] => Array ( ) [author__in] => Array ( ) [author__not_in] => Array ( ) [tribe_include_date_meta] => 1 [eventDisplay] => [hide_upcoming] => 1 [start_date] => 2020-05-25 18:11:25 [posts_per_page] => 3 [ignore_sticky_posts] => [suppress_filters] => [cache_results] => 1 [update_post_term_cache] => 1 [lazy_load_term_meta] => 1 [update_post_meta_cache] => 1 [nopaging] => [comments_per_page] => 50 [no_found_rows] => [taxonomy] => tribe_events_cat [term_id] => 159 )
Array ( [showposts] => 3 [post_type] => tribe_events [meta_query] => Array ( [0] => Array ( [key] => _EventStartDate [value] => 2020-05-25 23:11:25 [compare] => >= [type] => DATETIME ) ) [orderby] => _EventStartDate [order] => ASC [tax_query] => Array ( [0] => Array ( [taxonomy] => tribe_events_cat [field] => term_id [terms] => Array ( [0] => 159 [1] => 1059 [2] => 2346 [3] => 2350 ) [operator] => IN ) ) )

Upcoming Events

IRA Planning After the SECURE Act

Upcoming Events

Webinars

IRA Planning After the SECURE Act

May 27, 2020
Are you ready to rethink retirement income planning? Online Course | $147 | 4 CE Credits + 1 Hour Bonus CARES Act and Retirement Planning Update The SECURE Act is…
Learn More!
The Fundamentals of Cybersecurity for Financial Advisors: How to Safeguard Client Data, Your Firm in the Digital World

Upcoming Events

Webinars

The Fundamentals of Cybersecurity for Financial Advisors: How to Safeguard Client Data, Your Firm in the Digital World

May 28, 2020
Almost everything is online or in a cloud now – banking services, social media, medical records, business files, advertisements, marketing, games, music, text messages and more. It’s easier than ever…
Learn More!
IRA Planning After the SECURE Act

Upcoming Events

Webinars

IRA Planning After the SECURE Act

June 23, 2020
Are you ready to rethink retirement income planning? Online Course | $147 | 4 CE Credits + 1 Hour Bonus CARES Act and Retirement Planning Update The SECURE Act is…
Learn More!

Webinars

Webinars

Insights

Quarterly Market Outlook – Q2

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…
View Webinar

Webinars

Insights

The Intersection of Wealth Management and Housing Wealth

The Intersection of Wealth Management and Housing Wealth Wealth management, practice management and housing wealth are three topics that dovetail – and sometimes collide – with each other in the…
View Webinar

Webinars

Insights

Coach’s Playbook: Insights About Our Profession

Coach's Playbook: Insights About Our Profession After talking with more than 5,000 financial advisors, we've found a lot of takeaways that you'll want to know to take your practice to…
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…
Learn More!
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…
Learn More!

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…
Watch Now!
 

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…
Watch Now!
 

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…
Watch Now!

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…