Insights

Blog

Blog

Practice Management

Jamie Hopkins on “Stacking Benjamins”

Posted on March 19, 2019
Whether you’ve never purchased a home before or just don’t know much about the process, we’ve got a treat for you today. We’re going to dive into everything mortgages 101 today, like PMI, the negotiability of fees, and the lie that everyone quoting rates is telling (those rates “might not be what you think they’d be.”)
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Blog

Practice Management

Prepare, Protect, Position: How to Keep Your AWAs from Running Off with Your Clients

Posted on March 18, 2019
The fear is becoming more real among advisors that it almost needs an official “phobia” suffix attached to it. We’re talking about the fear advisors have of their associate wealth...Read More
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Blog

Practice Management

Teri Shepherd: A Woman to Watch

Posted on March 14, 2019
Teri Shepherd is one of 22 women named to InvestmentNews’ Women to Watch 2018. This is the fourth year this honor has been given to female financial advisors and industry...Read More
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Blog

Marketing & Business Development

The 10 Best Lead Magnets for Advisors, Ranked

Posted on March 12, 2019
Building a list of engaged prospects is a top priority for any advisor’s marketing efforts, but list-building can be a slow process. Unless you’re buying email lists (which you should...Read More
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Blog

Practice Management

Jamie Hopkins on “Ted Talks Money”

Posted on March 8, 2019
Sovereign Investment Group Founder and Carson Partner Ted DeLisi sat down with Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, to discuss what “True Wealth” means to them.
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Upcoming Events

Barron’s Independent Conference – Ron Carson Presents: Single Pane of Glass

Upcoming Events

Regional Events

Barron’s Independent Conference – Ron Carson Presents: Single Pane of Glass

March 21, 2019
“Single Pane of Glass: The Shift from Disjointed Technology to an Integrated Immersive Experience” Ron will be speaking on a solo panel at the Barron’s Independent Summit which provides highly-detailed...Read More
Learn More!
Advisor Transformation Workshop – Salt Lake City

Upcoming Events

Regional Events

Advisor Transformation Workshop – Salt Lake City

March 22, 2019
Complimentary Advisor Transformation Workshop Learn how to double your assets from someone who’s done it – and helped thousands of others do the same. March 22, 2019   |  11:30 a.m....Read More
Learn More!
Advisor Transformation Workshop – Northern Virginia

Upcoming Events

Regional Events

Advisor Transformation Workshop – Northern Virginia

March 29, 2019
Complimentary Advisor Transformation Workshop Learn how to double your assets from someone who’s done it – and helped thousands of others do the same. March 29, 2019   |  11:00 a.m....Read More
Learn More!

Webinars

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.

View Webinar

Learn More!

eBooks

Top of Mind Marketing

eBooks

Marketing & Business Development

Top of Mind Marketing

If you're trying to develop a digital presence in the marketplace, this case study is a great starting point. Bob Huntley discusses his schedule for marketing strategy, and how his...Read More
Learn More!
Download the Free Growth Guide for Financial Advisors

eBooks

Marketing & Business Development

Download the Free Growth Guide for Financial Advisors

Making the right decisions is the difference in between staying stagnant or becoming a billion dollar practice. Luckily, you don’t have to make those decisions alone – this free growth...Read More
Learn More!
Consistency Wins

eBooks

Marketing & Business Development

Consistency Wins

If you’re wondering how to increase your digital presence and local reach, this case study offers practical examples of how a Carson Group Partner firm uses Carson Group’s marketing materials...Read More
Learn More!
Making the Invisible Visible

eBooks

Marketing & Business Development

Making the Invisible Visible

This case study provides real world answers for advisors trying to enter a local market. Scott Ford tells us how he uses the marketing materials from Carson Group as well...Read More
Learn More!

Videos

 

Videos

Educational Videos

Ron Carson on Online Companies with Bloomberg Radio

Posted on March 20, 2019
Hear Ron Carson with Carol Messar on Bloomberg Radio discussing online companies, Brexit, and more.
Watch Now!
 

Videos

Ronsense

Ronsense: How W2W Teri Balances it All

Posted on March 16, 2019
Our own Teri Shepherd is being honored at the Women to Watch event in New York. Teri says prioritizing what matters most to her has helped her balance her work...Read More
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Videos

Ronsense

Ronsense: Replace I’m Busy With is it a Priority

Posted on March 15, 2019
After finishing a segment with Varney & Co., Ron Carson takes a look at his quarterly goals and realizes he needs to make them more of a priority, not an...Read More
Watch Now!

Books

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...Read More
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...Read More
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...Read More
Tested in the Trenches

Books

Book

Tested in the Trenches

Author: Ron Carson & Steve Sanduski
In Tested in the Trenches Ron explains how securities representatives, insurance professionals, investment advisors and CPA’s can build and sustain a million-dollar financial services practice while creating great lives along...Read More